Plan Adviser discusses the promotion of Apriem’s Landon Yoshida to principal and vice president of wealth management. Below is an excerpt:

“Apriem Advisors, an Irvine, Calif.-based wealth management firm, has promoted Landon Yoshida, CRPC, to principal and vice president of wealth management. He leads the firm’s Refinery Retiree Practice, serving current or soon-to-be retirees from ExxonMobil’s refinery operation in Torrance, California, now Torrance Refining Company. This model, which he devised a decade ago will expand to serve Southern California’s growing population of retirees in the aerospace sector.”

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