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
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
One of the main focuses of Apriem has been to improve the mental and physical wellness of our Apriem family. As such, Apriem celebrated its first annual Wellness Day to celebrate our President, Rhonda Ducote's, birthday. Wellness Day focuses on bringing our team together to encourage self-care, and incorporating
Please join Apriem Advisors as we give back to charities in our community this holiday season! All donations can be dropped off to our office at: 19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612 Any donation is voluntary and the choice to donate or not donate will not favorably or adversely affect
On October 23, 2019, Apriem attended the 2020 Economic Forecast hosted by the Chamber Newport Beach and UCI Paul Merage School of Business. The speakers discussed about an outlook of a benign economic growth without a recession in the next 12 months. They highlighted the positives and negatives of 2020 such as employment growth
Apriem Advisors was founded on the vision of giving client’s the opportunity to live a life of significance beyond their success. In the same way, Apriem strives to encourage this value in the lives of their employees. One way this is done is through encouraging employees to participate in their charitable arm, Apriem
Earlier this year, our team assembled 250 school kits to be distributed to children in need for the upcoming school year as well as 250 hygiene kits for people impacted by natural disasters, homelessness, or poverty. We closed the office early and everyone participated. Our staff enjoyed writing encouraging notes and giving confirmation
On September 28th, Apriem Advisors joined an intimate group of 40 generous attendees of the Southern California Hospice Foundation (SCHF) annual fundraiser coined “Cakebread & Candlelight”. Held at the Bungalow in Corona del Mar, guests enjoyed a decadent 5 course meal paired with Cakebread Wines. SCHF is currently raising funds for the 2021 launch
On September 21st, Apriem Advisors joined the more than 400 generous attendees of the Families Forward 35th Anniversary Gala held at Pasea Hotel in Huntington Beach. The Havana Nights-themed fundraiser raised nearly $600,000 to support the Families Forward’s mission to prevent and reduce homelessness in Orange County. The
Summer is accompanied by a lot of positive things. Warm nights spent on the patio eating barbeque with friends and family. No more mornings spent blasting the defroster and seat heater. Ice cream being acceptable at every meal. Here at Apriem Advisors, summer also means the addition of highly skilled interns to the office. Our
