Apriem In The News

Apriem Advisors Recognized on CNBC FA 100

APRIEM ADVISORS RECOGNIZED ON 2022 CNBC FA 100 LIST ORANGE COUNTY, CA – APRIEM ADVISORS is honored to have been named #89 on the CNBC FA 100 List for 2022. The CNBC ranking recognizes advisory firms that help clients navigate their financial life through comprehensive financial planning and investment management.

2022-10-04T18:36:46+00:00October 4th, 2022|Apriem Cares, Apriem In The News, Blog, Press Releases|

Apriem Advisors Recognized as Civic 50 Honoree 2022

APRIEM ADVISORS RECOGNIZED AS ONE OF THE 50 MOST COMMUNITY-MINDED COMPANIES IN ORANGE COUNTY ORANGE COUNTY, CA – APRIEM ADVISORS has been named an honoree of The Civic 50 OC by OneOC and Points of Light, the world’s largest organization dedicated to volunteer service. The

2022-10-03T16:58:29+00:00October 3rd, 2022|Apriem Cares, Apriem In The News, Blog, Press Releases|

Apriem’s President Among Most Admired Women Leaders in Business

Our President, Rhonda Ducote, is named as one of the top ten most admired women leaders in business in 2022 by Success Pitchers magazine. She is featured in this special edition, sharing about her experience in the industry, Apriem's history, and wisdom that she is passing on to the next

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 leadership, and outstanding achievements. Read their profiles here. The Women in Business Awards honors exceptional business and professional Orange County

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 the best. Click HERE to read the article. Here is an excerpt from the interview: The wealthy get more excited

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 Awards program allows for the recognition of clients and associates who exemplify the American entrepreneurial spirit – through creativity and

Apriem Named Best Place to Work in Orange County by OCBJ

Best Places to Work in Orange County 2022 Press Release Apriem Advisors was recently named as one of the 2022 Best Places to Work in Orange County. The awards program was created in 2009 and is a project of the Orange County Business Journal in partnership with Workforce Research Group. This

Shawn Covarrubias Named Distinguished Leader in OCBJ

Shawn Covarrubias, AIF® serves as our VP of Client Services and was honored for the Distinguished Leaders - Human Resources Award in Orange County Business Journal. This award is designed to recognize HR executives who had to navigate a new office environment over the last two years while maintaining corporate culture

Jennifer Olson Nominated Rising Star in OC Business Journal

Jennifer Olson serves as our VP of Finance and was nominated for the Rising Star category in Orange County Business Journal's CFO of the Year Awards. This program is designed to recognize senior financial professionals for their outstanding performance as corporate stewards. Here's an excerpt of the nomination: "Groomed to become

Apriem’s Efforts with Education and The Next Generation

Apriem is Passionate about Educating the Next Generation! Apriem is investing in the next generation of learners, workers, and world-changers. The firm is committed to contributing time and financial resources to this next generation. Pictured are our staff members and the Universities at which they serve as Advisory Board Members! Landon

2022-07-14T19:14:15+00:00April 6th, 2022|Apriem Cares, Apriem In The News, Blog, Press Releases|
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