On September 28th, Apriem Advisors joined an intimate group of 40 generous attendees of the Southern California Hospice Foundation (SCHF) annual fundraiser coined “Cakebread & Candlelight”. Held at the Bungalow in Corona del Mar, guests enjoyed a decadent 5 course meal paired with Cakebread Wines. SCHF is currently raising funds for the 2021 launch
On September 21st, Apriem Advisors joined the more than 400 generous attendees of the Families Forward 35th Anniversary Gala held at Pasea Hotel in Huntington Beach. The Havana Nights-themed fundraiser raised nearly $600,000 to support the Families Forward’s mission to prevent and reduce homelessness in Orange County. The
My parents were both born on islands, surrounded by the ocean. My mother born in Japan and father born in Hawaii. My brother and I were born and raised on the island of Oahu. Our Hawaiian childhood experience was idyllic, and I am so grateful. My parents continued to raise us in Hawaii and
Summer is accompanied by a lot of positive things. Warm nights spent on the patio eating barbeque with friends and family. No more mornings spent blasting the defroster and seat heater. Ice cream being acceptable at every meal. Here at Apriem Advisors, summer also means the addition of highly skilled interns to the office. Our
Apriem was featured in the first ever Orange County Business Journal "The List: Registered Investment Advisors". Below is an excerpt: “The fiduciary model is growing faster than brokerage houses”, said Harmon Kong, who co-founded Apriem Advisors in 1998. “The RIA industry is gaining momentum.” Kong attributed growth to referrals, a “great team”, and a focus
On April 24th, four members of the Apriem team had the pleasure of attending the first ever “Wealth Management Symposium”, put on by the CFA Society of Orange County. The event was held at the exquisite Pacific Club and featured topics including the four phases of retirement, what it looks like to lead a