Rhonda has climbed the ranks in the financial industry over a 25-year period from a client service representative to Apriem’s President. Her leadership has propelled the firm to over $750 million in assets under management and opened two new offices in San Diego and Los Angeles Counties. She brought industry-changing initiatives that gained Apriem nationwide recognition not just as a top financial advisory firm but also an outstanding small business, and one of the most civic-minded companies. Through Apriem’s service offerings, she brings a focus on helping the underserved demographics of women, blue-collar workers, and nonprofits. She is the Legacy Builders Chair, launching the “Million Dollar Match” Campaign for Southern California Hospice Foundation to secure funding of Heavenly Home, the first hospice house in Southern California. Her industry experience with her passion for people has set her apart as a respected leader, advisor, mentor, and coach.
Jennifer Olson, CFA, CIPM, AIF®, CFP®
Vice President, Finance
Jennifer Olson is an expert in finance and has appeared in national business publications, including Forbes and The Street, discussing stock market fluctuations. A natural born leader, she leads various firm initiatives including staff engagement, nurturing diversity and inclusion. As Apriem’s philanthropic champion developing relationships with non-profits, she coordinates initiatives for Apriem’s philanthropic arm, Apriem Cares and is a key staff in Apriem Charitable Services, which helps nonprofits start and grow their endowments through pro-bono management services on the first $1 million. She is an integral part in the success of Apriem as a nationally-recognized firm for diversity and inclusion and a top financial advisory firm. When it comes to mentoring, Olson takes it to the highest degree – she is a member of the CFP Board Mentor Program; a former “Big of the Year” and nominated by Big Brothers Big Sisters OC as a 2019 Honoree during National Philanthropy Day.
Awards Disclosure: The annual Women in Business Awards Luncheon & Program honors five exceptional business and professional OC businesswomen based on the nominee’s achievements/history with the company, significant business accomplishments, and participation in professional industry associations and/or community organizations outside of his/her profession. The special report featuring nominee profiles will be published on August 10, 2020 and the awards ceremony will be held on September 9, 2020. Apriem or it’s staff did not pay a fee to participate in the award.