Apriem Advisors

Kyle Kong is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Triguard Management, Radiology Associates of North Texas, and Southwest Airlines. Apriem Advisors provides wealth management, customized portfolio management, retirement-plan consulting, financial planning, and investment services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm uses a combination of passive and active investment approaches, including third-party subadvisor strategies, and offers detailed quarterly reporting and consolidated account communications.

Harmon Kong is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Apriem Advisors since 1998. He also acts as an independent insurance agent for Apriem Insurance Services, advising on insurance matters and selling insurance products. Apriem Advisors provides wealth management, customized portfolio management, retirement-plan consulting, and financial planning services to high-net-worth individuals, families, trusts, and nonprofit organizations, employing a blend of passive and active investment strategies supported by proprietary research and third-party subadvisors.

Rhonda Ducote is a financial advisor at Apriem Advisors with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Apriem Advisors since 2000. Outside of her advisory role, she works as an independent insurance agent, advising on insurance matters and handling policy renewals. Apriem Advisors offers wealth management, customized portfolio management, and financial planning services to high-net-worth and ultra-high-net-worth clients, including families, trusts, pension plans, and nonprofit organizations. The firm employs a combination of passive and active investment strategies and provides consolidated reporting and specialized programs such as Apriem Charitable.

Joshua Garland is a financial advisor at Apriem Advisors in Irvine, CA, with seven years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Apriem Advisors in 2018, he worked at Financial Professionals Group for nine years. In addition to his advisory role, he is an independent insurance agent advising on insurance and health insurance matters. Apriem Advisors provides wealth management, customized portfolio management, retirement-plan consulting, financial planning, and investment services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm uses a combination of passive and active investment approaches and offers specialized services including Direct Indexing and a charitable investing program called Apriem Charitable.

Mark Iwamoto is a financial advisor at Apriem Advisors with 27 years of industry experience. He has been with Apriem Advisors since 1998. In addition to his advisory role, he serves as an independent insurance agent for Apriem Insurance Services, advising on insurance matters and handling insurance sales and renewals. Apriem Advisors provides wealth management, customized portfolio management, retirement-plan consulting, and financial planning services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a combination of passive and active investment strategies and offers specialized services such as Direct Indexing and a charitable investing program.

Kenneth Wolin is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with five years at the firm. Prior to joining Apriem Advisors, he worked at In-N-Out Burger and Northrop Grumman. Apriem Advisors provides wealth management and financial planning services to high-net-worth individuals, families, trusts, estates, pension plans, and nonprofit organizations. The firm employs a combination of passive and active investment strategies, including third-party subadvisor implementation and a charitable investing program.

Benjamin Lau is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Apriem Advisors since 2002 and holds the Series 66 designation. Lau serves on the Board of Directors and is the Chairman of the Investment Committee for the CFA Society of Orange County. Apriem Advisors provides wealth management, customized portfolio management, retirement-plan consulting, and financial planning services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a combination of passive and active investment strategies and offers specialized services such as Direct Indexing and a charitable investing program.

Josealfredo Rendon is a financial advisor at Apriem Advisors with four years of industry experience. He holds a Series 65 designation and has worked previously at Bank of America, Free Conference Call Corp, and Lyft. Rendon joined Apriem Advisors in 2020. Apriem Advisors provides wealth management and financial planning services to high-net-worth individuals, families, and nonprofit organizations. The firm employs a combination of passive and active investment strategies and offers specialized services such as Direct Indexing and a charitable investing program.

Landon Yoshida is a financial advisor with Apriem Advisors in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Apriem Advisors since 2011. In addition to his advisory role, he is an independent insurance agent for Apriem Insurance Services, advising on insurance matters and handling insurance sales and renewals. Apriem Advisors provides wealth management, customized portfolio management, retirement-plan consulting, financial planning, and investment services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a mix of passive and active investment approaches and offers specialized services such as Direct Indexing and charitable investing through Apriem Charitable.

Jennifer Olson is a CFP® and CFA® with 10 years of experience in the financial advisory industry. She has been with Apriem Advisors since 2007. Apriem Advisors provides wealth management, customized portfolio management, retirement-plan consulting, financial planning, and investment services to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a blend of passive and active investment strategies, including tactical and passive index approaches, and offers specialized services such as Direct Indexing and a charitable investing program.

Cole Ducote is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with five years at the firm and a total of seven years of industry experience. His prior roles include positions at Seek Business Capital and Herc Rentals, as well as an earlier tenure at Apriem Advisors. Apriem Advisors offers wealth management, customized portfolio management, retirement-plan consulting, and financial planning services to high-net-worth individuals, families, trusts, estates, pension plans, and nonprofit organizations. The firm combines passive and active investment strategies, including tactical and index approaches, and utilizes third-party subadvisors for certain specialized strategies.

Christopher Whitaker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Apriem Advisors since 2017. He has prior experience with Solutions Financial and Copenbarger Corporation. Whitaker is also an independent insurance agent advising on insurance and health insurance products outside of trading hours. Apriem Advisors offers wealth management, portfolio management, retirement-plan consulting, and financial planning services to high-net-worth individuals, families, trusts, pension plans, and nonprofit organizations. The firm employs a combination of passive and active investment strategies, including third-party subadvisor implementation, and provides detailed quarterly reporting and specialized services such as charitable investing.

Megan Schwab is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Apriem Advisors since 2020. Prior to joining Apriem, she worked at Better.com and Biola University. Apriem Advisors provides wealth management, customized portfolio management, retirement-plan consulting, financial planning, and investment services to high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a blend of passive and active investment strategies, including tactical and index approaches, and offers specialized services such as charitable investing through Apriem Charitable.