Apriem’s VP of Finance Nominated in Orange County Business Journal

Our VP of Finance, Jennifer Olson, was recently 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: "A natural born leader,

2021-05-06T19:02:58+00:00May 4th, 2021|Apriem In The News, Press Releases|

Rhonda Ducote’s Commitment to Harvest Multigenerational Generosity for Hospice

Our President, Rhonda Ducote, was recently recognized by Southern California Hospice Foundation for her role in bringing the Heavenly Home to fruition and building its Endowment. “We have found the right home, and once it opens, we are committed to starting another property. My vision is that this will multiply

2021-04-15T18:07:51+00:00April 15th, 2021|Apriem Cares, Apriem In The News, WOW|

Apriem’s President Nominated for Women of Influence Awards

Our President, Rhonda Ducote, was recently nominated for the Greater Irvine Chamber 2021 Women of Influence Awards. The Women of Influence Awards recognize outstanding women in eight different categories who have positively impacted their industries and the Orange County community. Disclosure: Apriem Advisors and staff did not pay a fee

2021-03-31T20:49:48+00:00March 31st, 2021|Apriem In The News, Press Releases|

Apriem Nominated for Companies that Care Award

Apriem was nominated for Orange County Business Journal's Companies that Care Awards. VP of Wealth Management and Principal, Landon Yoshida, wrote a short piece on how Apriem shows our clients "The Apriem Way." Below is an excerpt from the article: Our dream has always been to make a larger impact

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 to see where attention is needed most. We believe everyone will benefit from having a financial plan yet we know

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 some even have maintained elaborate spreadsheets of each accounts' balances, every day. But the more you stare at your portfolio

2020-07-07T22:58:19+00:00July 6th, 2020|Apriem In The News, Press Releases|

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 of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. InvestmentNews’ 40 Under 40

2020-06-30T23:14:32+00:00June 29th, 2020|Apriem In The News, Press Releases, WOW|

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 are seeking to find the best opportunities in large American corporations that have strong competitive advantages and generate substantial amounts

2020-07-06T22:05:03+00:00June 28th, 2020|Apriem In The News, Press Releases|
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