Chris Whitaker, CFP®, AIF®
Chief Wealth Manager, Partner
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.
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.
-The Forbes 2026 Best-In-State Next-Gen Wealth Advisors ranking recognizes leading wealth advisors under age 40 who meet established industry experience, business, and compliance criteria. Chris Whitaker, CFP®, AIF®, of Apriem Advisors was named to the 2026 Best-In-State Next-Gen Wealth Advisors ranking for California. The Forbes | Shook® Top Next-Gen Wealth Advisors and Forbes | Shook Best-in-State Next-Gen Wealth Advisors rankings are the product of Shook Research, LLC’s independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of March 31, 2026. Published by Forbes (August 2026). Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. Apriem Advisors did not pay a fee for consideration or inclusion in the ranking. However, upon selection Apriem paid for marketing package that included, but not limited to, logo usage and financial advisor profile. This recognition is not indicative of future performance and may not be representative of any one client’s experience.
-The Greater Irvine Chamber’s 2023 40 Under 40 Awards recognize 40 professionals under the age of 40 who are making meaningful contributions to their industries and the Orange County community. Eligible nominees must be employees of an active business located or operating in Orange County, be 39 years of age or younger as of Dec. 31, 2023, and demonstrate leadership, initiative, and integrity. Nominees are evaluated based on their innovative and effective contributions to their organization, professional growth, positive impact within their industry, and involvement in charitable, educational, volunteer, or community organizations. Honorees are selected on merit, and the selection process is not influenced by the number of nominations received. Neither the recipients nor their employers pay a fee in exchange for inclusion in the list.