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
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
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
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.
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
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
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,
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
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 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
