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
Cole Ducote is a junior at Chapman University, pursuing Bachelor of Business Administration and Management. He spends his spare time volunteering for Art for Kids, feeding the homeless at Loaves & Fishes, and taking care of kids at the Special Olympics. Marc Jacob is a graduating student from the International School of Management in
"The best preparation for tomorrow is doing your best today" - H. Jackson Brown Jr. It’s difficult to imagine life without our loved ones. However, we all know that none of us can escape our mortality. That is why it’s always important to be prepared in case of a loved one’s death. In a
As college costs increase, more and more students are depending on 529 college saving plans, as well as expecting to qualify for federal financial aid. For those students fortunate enough to have family members that are able to help contribute to a plan account, the question often arises as to who should own the
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
On March 28, 2015, Apriem Advisors joined the Jessie Rees Foundation 4th Annual Gala. Apriem Advisors, represented by our Chief Wealth Manager, Harmon Kong, CFP® was one of the sponsors of the event. Around 400 people attended and they raised over $100,000 to support 500 children or 200 families. The Jessie Rees Foundation Gala is an
Over the past 20 years, Apriem Advisors has met with hundreds of women to provide financial information and guidance through various events. These are women who came to a meeting with their spouse, women who have lost a spouse due to death or divorce, and women that manage their finances independently. We noticed that the
On September 28, 2015 Apriem Advisors with our families and friends participated in the Susan G. Komen Race for the Cure at Fashion Island in Newport Beach. Together we raised over $1,500. Also, on September 13, Harmon Kong, CFP®, Chief Wealth Manager celebrated his 50th Birthday! Julie Muramoto, Administrative Assistant and Jennifer Necir, Financial Analyst also celebrated