Around The Office

Apriem Movers & Shakers

PROMOTION & EDUCATION: Benjamin Lau, CFA, Chief Investment Officer/Principal Ben completed the elite Charles Schwab Executive Leadership Program. This exclusive one-year program combines premier academic curricula and faculty from some of the nation's top graduate schools, one-on-one executive coaching, and the deep industry experience. This is a testament to his

Schwab IMPACT 2019

On the week of November 4th, a five-person team of Apriem Advisors attended the Schwab Impact 2019 Conference at the San Diego Convention Center. The team included: Rhonda Ducote, AIF®, President / Principal Benjamin Lau, CFA, Chief Investment Officer/Principal Landon Yoshida, CRPC®, AIF®, Vice President, Wealth Management & Principal Christopher Whitaker, CFP®, AIF®, Financial

2020-01-27T16:53:18+00:00January 9th, 2020|Around The Office, Newsroom|

Join Apriem Advisors: We’re Hiring!

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 seeking a full-time support professional to assist with the day-to-day internal operations of Apriem Advisors. If this

Apriem Welcomes our Finance Interns

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

Apriem Delivers Art Packs to Seneca OC

At Apriem Advisors we are dedicated to helping our community! A few weeks ago, Team Apriem prepared hundreds of art packs for kids in distress situations through Art 4 Kids, Inc., a non-profit organization dedicated to serving children through dozens of social services agencies and hospitals. This week, our amazing Vice President of Wealth Management,

Apriem Internship Program 2017

Apriem is now accepting submissions for the Apriem 2017 Summer Internship Program.  Apriem’s Internship Program is a carefully monitored program with full immersion to Apriem’s culture. We give the intern an opportunity to have the closest connection between what they learn in the classroom and actual work environment. They get to learn the history of

2017-03-30T00:00:00+00:00March 30th, 2017|Around The Office, Newsroom|

Apriem Claims GIPS® Compliance

True to our Latin-based namesake, Apriem (meaning: exceedingly, above all, to the highest degree), we strive to provide our clients with the highest degree of service while handling all facets of their finances, helping them reach the goal of financial security and freedom. This also includes our firm-wide commitment to honest, consistent, and ethical performance reporting

2018-02-16T22:07:32+00:00December 21st, 2016|Around The Office, Newsroom|
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