IRVINE, Calif. (March 1, 2017) – Apriem Advisors, an Irvine, Calif.-based wealth management firm, has promoted Landon Yoshida, CRPC, to principal and vice president of wealth management. Yoshida started with Apriem in 2011 as a wealth manager after working at a large investment firm as an advisor.
“I am excited to announce that Landon Yoshida has been named a partner at Apriem Advisors. He is an invaluable asset to our team as well as his clients, and we could not be more proud of the hard work he has put into building the Refinery Retiree Practice,” said Harmon Kong, CFP, chief wealth manager and founding principal of Apriem Advisors.
Yoshida was an integral part of Apriem’s recent 20 percent year-over-year organic growth. He leads the firm’s Refinery Retiree Practice, fueled by current or soon-to-be retirees from ExxonMobil’s refinery operation in Torrance, Calif., now Torrance Refining Company. Yoshida began this program a decade ago and has honed the model so successfully that it will be expanded to serve Southern California’s growing population of retirees in the aerospace sector, Kong announced.
“The expansion of this practice into other industrial retiree segments is a significant step in Apriem’s growth strategy,” Kong said. “Under Landon’s leadership, we look forward to adding new clients and serving them with the highest degree of integrity.”
“I am proud to be a part of Apriem family and am incredibly honored to be named a partner,” Yoshida said. “They have shown me tremendous support, and together we will grow our Industrial Retiree Practice for many more years.”
Apriem has claimed compliance with Global Investment Performance Standards (GIPS), a voluntary regulation based on full disclosure and fair representation of investment performance results which offers clients a exceptionally high level of transparency unusual in today’s wealth management industry.
About Apriem Advisors: Located in Irvine, Calif., Apriem Advisors is an independent, registered investment advisory firm. It manages assets for approximately 350 families worldwide, totaling more than $500 million in assets under management. True to its Latin-based namesake, Apriem strives to provide its clients with the highest degree of service while handling all facets of their finances, enabling them to experience financial security and freedom. Connect with us at www.apriem.com.