2021 Summer Finance Interns Our team was excited to host our 2021 interns this summer. Apriem had a great group of interns this year who were engaged in the program and had the opportunity to help us with many different projects. Let’s meet our interns: Jamie Prahm: Jamie graduated from Arizona State University with a major in Health Sciences and a Business
We sat down with newest members of our team to ask them how their first year with Apriem has been going. They reflected on the unique situation that Covid-19 created when it came to onboarding, learning their roles, and getting to know the rest of the team. Read what they had to say:
By Jennifer Olson, CFA, CIPM, CFP®, Senior Financial Analyst — Seven years ago, I dated a guy whose food budget was $25 a week. What?!? How can someone live on that budget? People wondered why I would date a struggling 25-year-old part-time college student who was working full-time to send himself to college.
We sat down with members of our team to discuss the current situation surrounding the COVID-19 health crisis and the market’s reaction to it. Knowing that what’s happening is raising a lot of questions for our clients, we wanted to share our thoughts with all of you. Some of our team has experienced
By Christopher Whitaker, CFP®, AIF®, Financial Advisor As a young parent just starting off on this journey, I’ve come to realize that not all who wander are lost. Some are just parents, in Target, hiding from their children. Raising kids is a tough task! Sleepless nights, random tantrums, encouraging them to walk,
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
By Josh Garland, ChFC, Financial Advisor Every little boy growing up has a hero they look up to and want to emulate, whether it is a comic book character like Superman or a real-life figure such as a Navy SEAL or professional athlete. My hero has always been my dad - or as I
With every new generation comes a new batch of opportunities – and burdens. Some, like my father “Pop,” who served his country during the Vietnam War and earned medals for the Sheriff’s Department of Los Angeles, are truly heroic. For his generation’s Millennial children, like me, we’re finding ourselves with a different set of
By Landon Yoshida, AIF, CRPC, Vice President Wealth Management and Principal The first discussions we have with our clients often center around their plans for retirement. In these conversations, we talk about many topics, including their goals, concerns, wishes and fears. What financial concerns keep them up at night? “I just don’t want to
By Landon Yoshida, CRPC®, Vice President, Wealth Management and Principal; and Laura DeVore, Financial Advisor "Have you ever met an unhappy generous person?" This question was presented to us years ago on a coffee mug. When we thought about the answer, it was a resounding and confident, "no, we have not.” All the generous
