Apriem’s Founding Principal Featured in Orange County Business Journal
Our Founding Principal, Harmon Kong, was featured in an article of Orange County Business Journal. Here's an excerpt of the interview: " Times of economic crisis is always an opportunity
Apriem’s CIO Featured in Orange County Business Journal
Our CIO, Benjamin Lau, wrote an article that was featured in the Orange County Business Journal. Here's an excerpt of the article: "Many of you look at your portfolios and
Apriem’s VP named to InvestmentNews’ 2020 40 Under 40 List
InvestmentNews has recognized Jennifer Olson, CFA, CFP®, CIPM, AIF® as a 2020 40 Under 40 Honoree. Ms. Olson was chosen from a pool of about 1,000 nominees by a panel
Apriem’s President on the Cover of Orange County Business Journal
Our President, Rhonda Ducote, was featured on the cover of Orange County Business Journal in their special issue, "Securing Your Wealth During Covid-19." Here's an excerpt of the interview: "We
Apriem Named One of the Top 10 Advisory Firms in Orange County
Apriem Advisors was recently named one of the Top 10 Advisory Firms in Orange County by SmartAsset. You can read the full article here. Disclosure:
Apriem Advisors President Honored for Dedication to Nonprofit
Our President, Rhonda Ducote, was honored with the Oliver Halsell Care Award for her ongoing support and fundraising for the Southern California Hospice Foundation. Here's an excerpt of the interview: