Apriem Advisors

Harmon Kong is a Certified Financial Planner® with 28 years of industry experience at Apriem Advisors, where he has worked since 1998. He is also an independent insurance agent for Apriem Insurance Services, advising on insurance matters and managing renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals, families, 501(c)(3) non-profits, and plan participants by providing wealth management, customized portfolio management, retirement plan advisory, and charitable investment services.

Kyle Kong is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Triguard Management, Radiology Associates of North Texas, and Southwest Airlines. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm employs a variety of investment approaches, including Tactical Index, Passive Index, and Apriem Index strategies, and offers additional services such as estate planning through third-party platforms and an online consolidation tool called Apriem Total View.

Rhonda Ducote is a financial advisor at Apriem Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Apriem Advisors since 2000. In addition to her advisory role, she is an independent insurance agent for Apriem Insurance Services, advising on insurance questions and handling renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm offers customized wealth management and portfolio management using a combination of tactical and passive strategies, incorporates fundamental and technical analysis, and provides additional services such as charitable investment advisory and retirement plan education.

Joshua Garland is a ChFC® credentialed advisor with seven years of industry experience, currently with Apriem Advisors since 2018. Prior to this, he worked at Financial Professionals Group for nine years. He is also an independent insurance agent for Apriem Insurance Services and Solutions Financial, advising on insurance and health insurance matters. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm employs a mix of Tactical Index, Passive Index, and Apriem Index approaches, combining fundamental and technical analysis with tactical use of derivatives and options in select strategies.

Mark Iwamoto is a financial advisor with Apriem Advisors in Irvine, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Apriem Advisors since 1998. Outside of his advisory role, he acts as an independent insurance agent for Apriem Insurance Services, providing insurance advice and sales. Apriem Advisors offers wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm employs a mix of Tactical Index, Passive Index, and Apriem Index strategies and integrates fundamental and technical analysis in portfolio construction.

Kenneth Wolin is a financial advisor at Apriem Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Apriem Advisors since 2021. Prior to his financial advising career, he was employed by In-N-Out Burger from 2019 to 2021. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm uses a blend of tactical and passive investment approaches and offers additional services including financial planning, estate planning through third parties, and an online account consolidation tool.

Benjamin Lau is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Apriem Advisors since 2002. Lau serves on the Board of Directors for the CFA Society of Orange County and has been chairman of its investment committee since 2014. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm employs a mix of tactical and passive investment strategies, combining fundamental and technical analysis, and utilizes a variety of asset classes and third-party subadvisors.

Josealfredo Rendon is a financial advisor at Apriem Advisors in Irvine, CA, holding a Series 65 designation with six years at the firm and a total of four years of industry experience. His prior work history includes roles at Bank of America and Lyft. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits. The firm utilizes a combination of Tactical Index, Passive Index, and Apriem Index approaches and employs both fundamental and technical analysis in portfolio management.

Landon Yoshida is a financial advisor at Apriem Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Apriem Advisors since 2011. In addition to his advisory role, he works as an independent insurance agent for Apriem Insurance Services, advising on insurance questions and handling policy sales and renewals. Apriem Advisors is a team-based firm serving high-net-worth and ultra-high-net-worth individuals, families, 501(c)(3) non-profits, and plan participants. The firm offers customized portfolio management, retirement plan advisory, charitable investment services, and financial and estate planning, using a mix of tactical and passive investment strategies tailored to clients’ circumstances.

Jennifer Olson is a CFP® and CFA® at Apriem Advisors with 10 years of industry experience. She has been with Apriem Advisors since 2007, working within a team of 13 advisors based in Irvine, CA. Apriem Advisors provides wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm uses a combination of Tactical Index, Passive Index, and Apriem Index approaches and offers additional services including standalone financial planning, estate-planning through third parties, and an online consolidation tool called Apriem Total View.

Cole Ducote is a Series 65-licensed advisor with Apriem Advisors, based in Irvine, CA, and has worked in the financial industry for two years. He has been with Apriem Advisors across two periods, totaling five years, with prior experience at Seek Business Capital and Herc Rentals. Apriem Advisors provides wealth management and customized portfolio services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits. The firm employs a mix of tactical and passive investment approaches and offers additional services such as retirement plan advisory, charitable investment services, and an online portfolio consolidation tool.

Christopher Whitaker is a CFP® with eight years of industry experience, currently serving at Apriem Advisors since 2017. He has prior experience with Solutions Financial and Copenbarger Corporation. He is also an independent insurance agent advising on insurance and health insurance matters outside of his advisory role. Apriem Advisors is a team of 13 advisors providing wealth management and customized portfolio services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as nonprofit organizations. The firm combines tactical and passive investment approaches, employs derivatives and options strategies in certain portfolios, and offers financial and estate planning through third-party platforms.

Megan Schwab is a CFP® professional with four years of industry experience, currently advising at Apriem Advisors since 2020. Prior to joining Apriem, she worked at Better.com for one year and taught at Biola University for three years. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals and families, as well as nonprofit organizations, offering wealth management, customized portfolio management, retirement plan advisory, and charitable investment services. The firm employs a combination of tactical and passive investment approaches, using a range of asset classes and third-party subadvisors, with accounts reviewed quarterly.