In a year where inflation ran white hot, what is one to do? Watch the replay of our webinar on inflation with Chief Investment Officer, Benjamin Lau, CFA, and Senior Portfolio Administrator, Jose Rendon.
Jay Shetty Cites Apriem Article on Podcast Episode
In November, an article written by Senior Financial Planner and Senior Wealth Manager Christopher Whitaker, CFP®, AIF® was mentioned on famed author and life coach, Jay Shetty’s podcast, On Purpose with Jay Shetty. Listen to his episode, "6 Ways Successful People Spend Their Time," the mention of Apriem starts at the 18-minute mark.
We champion growth in more ways than one! In the last four months, we had five new hires join our team. Because of their dedication to serving to the highest degree, five other team members were promoted to new positions.
Disclosure: Advisory services offered by Apriem Advisors ("Apriem"), a registered investment adviser with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Apriem Advisors or any person associated with Apriem Advisors has achieved a certain level of skill or training. Apriem Advisors may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. For complete information about our firm, please refer to our Form ADV Part 2A, 2B and CRS at any time. Apriem Advisors and staff did not pay a fee to participate in any of the award/list. For more details on the award criteria, please click on the article.