True to our Latin-based namesake, Apriem (meaning: exceedingly, above all, to the highest degree), we strive to provide our clients with the highest degree of service while handling all facets of their finances, helping them reach the goal of financial security and freedom. This also includes our firm-wide commitment to honest, consistent, and ethical performance
The information provided in this webinar should not be considered a recommendation to purchase or sell any particular security. There is no assurance that any securities discussed herein will remain in an account’s portfolio at the time you receive this report or that securities sold have not been repurchased.
Giving back is one of Apriem's core values. It was a heart-warming experience to be back in person with the organizations we support through Apriem Cares. Below are highlights of our generosity efforts this quarter. July 2022: Apriem partners with Working Wardrobes to empower
1. Know your Deadlines! Make sure you enroll on time. Signing up late can cause a delay in benefits and/or may lead to higher lifetime premiums. Contact HICAP or SHIP for help! 2. Consider enrolling in Plan D even if you don’t take
Our Sr. Financial Advisor/Sr. Financial Planner, Christopher Whitaker, CFP®, AIF® was recently featured in Orange County Business Journal on how Orange County’s rich sees downturn as an opportunity for the best. Click HERE to read the article. Here is an excerpt from the interview: The wealthy get more excited
2022 Summer Finance Interns For the summer of 2022, we were accompanied by three exceptional interns who participated in our annual internship program. They worked on projects with all our departments while getting a glimpse into the financial services industry. Let's meet our interns: Kennedy Thompson: Kennedy is graduating
