Chris Whitaker, CFP®, AIF®

financial planners meeting to discuss a clients investment strategy

Chief Wealth Manager, Partner

Chris Whitaker has been with Apriem Advisors since 2017 and serves as Chief Wealth Manager and Partner. He works closely with high-net-worth and ultra-high-net-worth individuals and families to coordinate sophisticated wealth management strategies, including investment management, estate planning, tax planning, charitable giving, business succession, financial planning, and multigenerational wealth planning. Chris helps families preserve, grow, and thoughtfully transfer wealth while preparing future generations to become responsible stewards of their financial legacy.

Passionate about assisting the next generation of financial advisors, Chris works closely with Halle Miller, MBA, Megan Schwab, CFP®, AIF®, and Cole Ducote, AIF®.

Multi-Generational Wealth Planning

Chris believes wealth planning extends beyond managing investments—it is about preparing families for the opportunities and responsibilities that wealth creates. He works with multiple generations to help navigate complex family dynamics, educate future heirs, and develop long-term strategies that support lasting financial legacies. His passion for financial education also extends to Apriem’s mentoring initiatives, where he has helped develop educational resources that prepare both the next generation of advisors and the next generation of clients to make thoughtful financial decisions.

Award Winning

Chris’s industry leadership hasn’t gone unnoticed: in 2026, he was named to Forbes’ Best-In-State Next-Gen Wealth Advisors list for California, and in 2023 the Irvine Chamber of Commerce honored him as a ’40 Under 40′ recipient for his professional leadership and impact on the community.

Chief Wealth Manager of Apriem Advisors, Chris Whitaker, meeting with his clients
Forbes Financial Advisor in Orange County CA
Years in Business*
Client retention rate*
$ in AUM*
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Disclosures

*As of 7/14/26, company wide statistics. Client retention rate above 99% for the year-to-date period ending July 14, 2026.

**Award disclosures may be found on our disclosures page.