Apriem’s President & VPs Nominated for OCBJ’s Women in Business Awards 2022
Our President, Rhonda Ducote, VP-Client Services, Shawn Covarrubias, and VP-Finance, Jennifer Olson, were recently nominated for the Orange County Business Journal Women in Business Award for their industry experience, exceptional
Medicare Essentials Resource Page
1. Know your Deadlines! Make sure you enroll on time. Signing up late can cause a delay in benefits and/or may lead to
The Long-Term Investors Paradox
"How can I be a long-term investor if my time horizon is short-term?" On Wednesday, December 28, 1983, President Ronald Reagan was in the middle of his first term in office and
Chris Whitaker featured in Orange County Business Journal
Our Sr. Financial Advisor/Sr. Financial Planner, Christopher Whitaker, CFP®, AIF® was recently featured in Orange County Business Journal on how Orange County’s rich sees downturn as an opportunity for
Harmon Kong Nominated for Excellence in Entrepreneurship
Apriem's Founding Principal and Chief Wealth Manager, Harmon Kong, has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship Award. An excerpt of the announcement is below: "The 2022 Excellence in Entrepreneurship