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.)
On September 28, 2015 Apriem Advisors with our families and friends participated in the Susan G. Komen Race for the Cure at Fashion Island in Newport Beach. Together we raised over $1,500. Also, on September 13, Harmon Kong, CFP®, Chief Wealth Manager celebrated his 50th Birthday! Julie Muramoto, Administrative Assistant and Jennifer Necir, Financial Analyst also celebrated
Apriem Advisors co-hosted an educational seminar on protecting your social and financial identity. On June 18, 2015 Mark Iwamoto, MBA, Co-Chief Investment Officer, Landon Yoshida,CRPC®, Wealth Manager and Jennifer Necir, CFA, Senior Financial Analyst went to the UCI Center for Investment & Wealth Management (CIWM) luncheon event on Cybersecurity at the Costa Mesa Hilton. Apriem Advisors was one of the premium
Rhonda Ducote, President attended the three day event on behalf of Apriem Advisors. Boardroom Development Partners hosted a Registered Investment Advisors Summit this past March 16-18, 2015 in Las Vegas, Nevada. The Summit brought together an exclusive group of Registered Investment Advisors (RIA), CIOs of Family Offices with top economists, analysts, solution partners, and innovators
Apriem's Women of Wisdom (WOW) attended the seminar Understanding Financial Aspects of Divorce held at Fleming's Prime Steakhouse in Newport Beach. On March 5, 2015 WOW's Jennifer Necir, Financial Analyst and Shawn Covarrubias, Operations Manager learned about the financial aspects of divorce such as financial professional’s role, division of assets, impact to social security benefits, health insurance benefits,
Apriem Advisors and employees supported the Seneca-OC Toy Drive. On December 12, 2014 Bill Pugh, CFP®, Wealth Manager celebrated his birthday by spearheading the Seneca-OC Toy Drive Collection celebration. He serves on the Leadership Board for Seneca-Orange County, a non-profit organization that focuses on helping children find permanency. Here at Apriem Advisors, volunteerism is part of