Chris Whitaker, CFP®, AIF®

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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.

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.

Chris was recognized by the Irvine Chamber of Commerce as a 2023 “40 Under 40” honoree for his professional leadership and contributions to the community.**

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Years of experience*
Client retention rate*
$ in AUM*
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Disclosures

*As of 7/14/26, company wide statistics

**Award disclosures may be found here.