Landon Yoshida

Apriem’s VP-Wealth Management Interviewed by Wealth Solutions Report

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

2023-12-07T00:27:25+00:00December 7th, 2023|Apriem In The News, Newsroom|

More Than “Set It & Forget It”

Do you remember television informercials?  These programs were more than commercials. They pushed the boundaries of television while revolutionizing product advertisement.  Nearly thirty minutes in length (unheard of today), these informercials captivated audiences who then turned and purchased the effectively marketed product.  One of the most successful informercials promoted the Showtime

2023-09-05T18:21:54+00:00May 25th, 2023|Blog, Weekly Updates|

Apriem Advisors Recognized on CNBC FA 100

APRIEM ADVISORS RECOGNIZED ON 2022 CNBC FA 100 LIST ORANGE COUNTY, CA – APRIEM ADVISORS is honored to have been named #89 on the CNBC FA 100 List for 2022. The CNBC ranking recognizes advisory firms that help clients navigate their financial life through comprehensive financial planning and investment management.

The Three Chapters of Retirement

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

2023-09-05T19:28:04+00:00February 15th, 2019|Blog, Generations|

Giving Can Make You Happier, All Year Long

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

2023-09-05T18:08:57+00:00January 16th, 2019|Blog, Generations|
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