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 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 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
RHONDA DUCOTE WINS 2022 WOMAN OF INFLUENCE, INNOVATOR AWARD. Our President, Rhonda Ducote, has been selected to receive the 2022 Women of Influence, Innovator award! The Women of Influence Forum is a premier event recognizing and empowering women to lead and succeed in their lives, businesses, and communities. "The Innovator award
APRIEM ADVISORS NAMED NEGU'S COMPASSIONATE COMPANY OF 2022. Apriem recently attended NEGU's annual gala. The NEGU Gala is a joyful celebration of courage and strength of families whose children are fighting cancer. We had a memorable evening that honored compassionate individuals and dedicated companies who have decided to take Jessie’s NEGU
Apriem Advisors is honored to be named a 2022 Best Places to Work for Financial Advisers by InvestmentNews. We were chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more. At Apriem, not only do we
APRIEM ADVISORS NOMINATED FOR THE OC BUSINESS JOURNAL'S 2021 COMPANIES THAT CARE AWARD. Apriem Advisors was nominated for The Orange County Business Journal’s 2021 Companies that Care Award. This award highlights the philanthropic efforts and outstanding support of the OC community undertaken by the company. One of Apriem’s core values is “stewardship of generosity” through our Apriem Cares program. Apriem’s goal is to create a
PROMOTIONS & EDUCATION: Christopher A. Whitaker, CFP®, AIF® Sr. Financial Advisor, Sr. Financial Planner Congratulations to Christopher Whitaker on the well-deserved promotion to Sr. Financial Advisor & Sr. Financial Planner! Christopher has been a key member at Apriem for the last five years. An incredible communicator, he navigates
Apriem has been featured on Expertise.com's Best Financial Advisors in Irvine list two years in a row! Expertise.com curates their list by scoring Financial Advisors on more than 25 variables, in five different categories. Each result is analyzed to give individuals a hand-picked list of their top picks. Check out
APRIEM ADVISORS RECOGNIZED AS ONE OF THE 50 MOST COMMUNITY-MINDED COMPANIES IN ORANGE COUNTY, CALIFORNIA. ORANGE COUNTY, CALIFORNIA – APRIEM ADVISORS has been named an honoree of The Civic 50 Orange County by OneOC and Points of Light, the world’s largest organization dedicated to volunteer service. The award recognizes APRIEM ADVISORS as one of the
