Apriem's Vice President of Wealth Management, Landon Yoshida, CRPC®, AIF®, was interviewed by Chris Latham, Managing Editor of Wealth Solutions Report. Wealth Solutions Report is a digital media company that provides cutting-edge insights, analysis, and commentary on the most relevant issues that are shaping the future of wealth management. In the piece, Landon describes
Apriem's Financial Planner, Megan Schwab, CFP®, AIF®, wrote an article in Financial Poise on the impact a divorce has on the family finances and how women can take steps to feel empowered in their finances during a very tumultuous time. Here's an excerpt from the article: Just like any major life
With a key index plunging 300 points after the holiday weekend, the government shutdown got replaced by the trade war for the No. 1 source of economic anxiety. Apriem’s Ben Lau explains... "It’s a combination of a lot of things; the government shutdown, lowering growth expectations for the world and the U.S., earnings estimates," said Benjamin
Apriem's Founding Principal and Chief Wealth Manager, Harmon Kong, has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship Award. An excerpt of the announcement is below: "Harmon Kong and his partner, Mark Iwamoto, co-founded Apriem Advisors (formerly Iwamoto Kong Wealth Management Group) in 1998. Together with his leadership team, Kong has
On Thursday, August 17, 2023, the Apriem team spent the afternoon volunteering at the Jessie Rees Foundation's JoyFactory in Irvine. Apriem staff participated in stuffing JoyJars® and writing encouraging notes to brave kids who are fighting cancer. While volunteering, the LA Times was at the JoyFactory to profile Jessie Rees Foundation's
Best Companies Group is thrilled to announce the winners of the prestigious Best Places to Work SoCal 2023 list. The honorees, spanning a diverse range of industries, include a list of companies that have set benchmarks in fostering exceptional work environments. The selection process for these winners was comprehensive, relying
The Greater Irvine Chamber has recognized Christopher Whitaker, CFP®, AIF® as a 2023 40 Under 40 Finalist. The Greater Irvine Chamber’s 40 Under 40 awards program recognizes 40 next-generation business leaders under the age of 40 who are making strides in their industries and the Orange County business community. The 2023
Financial Advisor Magazine has published its annual ranking of fastest growing and top independent advisory firms in their July/August 2023 issue. "Fifty-three percent of those RIA firms surveyed in Financial Advisor’s most recent survey said that assets from new clients accounted for most of their 2022 inflows, with 36% citing assets
Best Places to Work in Orange County 2023 Press Release Apriem Advisors was recently named as one of the 2023 Best Places to Work in Orange County. The awards program was created in 2009 and is a project of the Orange County Business Journal in partnership with Workforce Research Group. This
Apriem's Founding Principal, Harmon Kong, has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship Award. An excerpt of the announcement is below: "The 2023 Excellence in Entrepreneurship Awards program allows for the recognition of those who exemplify the American entrepreneurial spirit – through creativity and determination in the establishment and
