Around The Office

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

2019-08-02T22:37:14+00:00August 2nd, 2019|Around The Office, Newsroom|

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,

2017-08-10T22:17:31+00:00August 10th, 2017|Around The Office, Newsroom|

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|

MAY – Around the Office

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

2016-06-10T00:00:00+00:00June 10th, 2016|Around The Office, Newsroom|

Apriem Open House

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.) 

2015-10-10T00:00:00+00:00October 10th, 2015|Around The Office, Newsroom|