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
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
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
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 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
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
In observance of the Market Holidays, Apriem Advisors will be closed on December 26, 2016 and January 2, 2017. On December 23, 2016 we will close early at 1:00pm and on December 30, 2016 we will close at 3:00pm. Happy Holidays from all of us at Apriem Advisors.
Cole Ducote is a junior at Chapman University, pursuing Bachelor of Business Administration and Management. He spends his spare time volunteering for Art for Kids, feeding the homeless at Loaves & Fishes, and taking care of kids at the Special Olympics. Marc Jacob is a graduating student from the International School of Management in Germany.
Benjamin Lau, CFA, Chief Investment Officer went on vacation to Punta de Mita, Mexico to celebrate his upcoming birthday! 5/4 - Rhonda Ducote, President & Harmon Kong, CFP®, Chief Wealth Manager attended a University of California – Irvine (UCI) Retreat at Pelican Hill in Newport Coast. Apriem Advisors is a Founding Member and Advisory Board
THANK YOU to all our clients, friends, and guests for making our Open House a success! On October 10, 2014 Apriem welcomed our clients to our newly-renovated office space. (From left: Landon Yoshida, Jennifer Necir-Olson, Julie Muramoto, Rhonda Ducote, Harmon Kong, Mark Iwamoto, a former employee, and Shawn Covarrubias. Not in photo are Benjamin Lau, Bill Pugh, and Megan Pierpont.)