Apriem’s President & VPs Nominated for OCBJ’s Women in Business Awards

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. The Women in Business Awards honors exceptional business and professional Orange County women. The OCBJ's Women

Join Apriem Advisors: We’re Hiring!

The Apriem team is growing! We are looking for an Administrative Assistant to join our team in Southern California. At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are looking for a customer-service oriented Administrative Assistant who is experienced and organized to join our

2021-08-27T21:53:59+00:00August 27th, 2021|Apriem In The News, Blog, Press Releases|

Apriem’s President Nominated for OCBJ’s Innovator of the Year Awards

Our President, Rhonda Ducote, was recently nominated for the Orange County Business Journal Innovator of the Year Awards for her industry experience, passion for people, leadership, and industry-changing initiatives on serving women, blue-collar workers, and charitable orgnizations. The Innovator of the Year Awards is designed to recognize and celebrate OC

Apriem’s CIO Featured in Investor’s Business Daily

Our Chief Investment Officer, Benjamin Lau, was recently featured in Investor's Business Daily on ETF picks in a changing rate environment. Click HERE to read the article on Investor's Business Daily's website. Here is an excerpt from the interview: I am optimistic on the economy for the next few years.

2021-08-09T23:33:32+00:00August 6th, 2021|Apriem In The News, Press & Media - Inv & FP|

Join Apriem Advisors: We’re Hiring!

The Apriem team is growing! We are looking for a Portfolio Administrator to join our team in Southern California. At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are seeking a full-time support professional to assist with the day-to-day investment portfolio administration at Apriem

2021-08-27T18:35:00+00:00August 6th, 2021|Apriem In The News, Blog, Press Releases|

Apriem Advisors in Financial Advisor Magazine’s 2021 Annual RIA Ranking

Financial Advisor magazine has published its 15th annual ranking of fastest growing independent advisory firms in their August 2021 issue. "Last year’s public health crisis also prompted clients to rethink their lives, careers and financial futures and ask themselves what really matters. As these priorities clashed, the complexities

Next Gen VP of Finance Nominated Rising Star in Orange County Business Journal’s CFO of the Year Awards

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,

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 tenfold. I see this

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

Apriem Nominated for Companies that Care Award (Orange County Business Journal)

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

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