The Jessie Rees Foundation focuses on encouraging kids fighting cancer to Never Ever Give Up! On May 3rd, the Apriem Team went to the JoyJar® factory in Irvine, CA to stuff JoyJars® that will be sent to patients and hospitals around the world. These fun-filled, love-stuffed JoyJars® are free to patients and
By Chris Whitaker, CFP® Apriem Advisors had the privilege of sponsoring the 7th annual Jessie Rees Foundation Gala. Driven by the mission to ensure every child fighting cancer has the support and resources to Never Ever Give Up (NEGU), the foundation focuses on the care of children in need. “We will care until there is a
Recently, our Apriem Cares team dedicated an afternoon to one of our philanthropic partners, Working Wardrobes. We volunteered stuffing Payday Pails to support VetNet, a program that provides career training services for veterans through the Working Wardrobes Career Services Network. VetNet is a safety net for veterans focused on transitioning at-risk veterans into the civilian
Team Apriem prepared hundreds of art packs for kids in distress situations through Art 4 Kids, Inc., a non-profit organization dedicated to serving children through dozens of social services agencies and hospitals. Thank you to our team for serving to the highest degree professionally and personally and thank you to Art 4 Kids, Inc.
On March 25, 2017, Apriem Advisors JOYfully sponsored the Jessie Rees Foundation 6th Annual Gala: A Celebration of Courageous Smiles as part of our Apriem Cares initiative. Around 700 people attended the event and raised more than $300,000 to support hundreds of Courageous Kids fighting cancer and their families around the world. Apriem Advisors staff
This holiday season, Apriem Advisors reached out and made a difference in the community. Thanks to the wonderful nonprofit, Casa Teresa, we were able to deliver a basket of goodies to a mom, child and baby to help make their Christmas a little easier. Upon receiving the food, the mom was overwhelmed and we could
Refer to these Schwab Charitable guidelines to help ensure your contributions are received and processed by December 31 (the IRS deadline for inclusion in your year-end tax return). *The type of securities and how quickly the securities are transferred by the financial institution currently holding the investments may impact Schwab Charitable’s ability to receive contributions
Apriem Advisors has declared the month of November 2016: Shredding Month! With identity theft at an all-time high, we would like to help our valued clients get rid of any old papers, statements or documents you don’t need any longer. Bring any papers (personal or financial) you would like purged and Apriem will shred them
Download PDF FOR IMMEDIATE RELEASE--- June 1, 2016, Irvine, CA. Apriem Advisors announced today that it is honored to support The Jessie Rees Foundation and become a Hope sponsor of the upcoming “Celebration of Courageous Smiles” Gala on June 11, 2016. “One of Apriem’s core values is giving back to our community and investing in
Chartered Financial Analyst Society of Orange County (CFAOC) teamed up with Apriem Advisors in hosting a seminar to help college students learn about investing, markets, and trading. The Sepeaker, our very own Benjamin Lau, CFA, Co-Chief Investment Officer gave his insights and practical tips to college students from California State University-Fullerton and University of California-Irvine. Benjamin's
