Apriem In The News

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|

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: “We work with high-net-worth individuals and we go very deep in our discussions with them; we get to know our

2020-11-30T19:38:45+00:00June 24th, 2020|Apriem Cares, Apriem In The News|

Apriem Female Leaders nominated as Top Women In Business in Orange County

Rhonda Ducote, AIF® President/Principal 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.

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