Several of Apriem's staff and principals were named in OCBJ's 2022 Distinguished Leaders - Wealth Management list. This list shines the spotlight on individuals, and their firms, who can prepare the entire family for financial stability for generations to come. Read the profiles below: Read the publication here.
Our President, Rhonda Ducote, is named as one of the top ten most admired women leaders in business in 2022 by Success Pitchers magazine. She is featured in this special edition, sharing about her experience in the industry, Apriem's history, and wisdom that she is passing on to the next
Our President, Rhonda Ducote, VP-Client Services, Shawn Covarrubias, and VP-Finance, Jennifer Olson, were recently nominated for the Orange County Business Journal Women in Business Award for their industry experience, exceptional leadership, and outstanding achievements. Read their profiles here. The Women in Business Awards honors exceptional business and professional Orange County
Apriem's Founding Principal and Chief Wealth Manager, Harmon Kong, has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship Award. An excerpt of the announcement is below: "The 2022 Excellence in Entrepreneurship Awards program allows for the recognition of clients and associates who exemplify the American entrepreneurial spirit – through creativity and
Best Places to Work in Orange County 2022 Press Release Apriem Advisors was recently named as one of the 2022 Best Places to Work in Orange County. The awards program was created in 2009 and is a project of the Orange County Business Journal in partnership with Workforce Research Group. This
Shawn Covarrubias, AIF® serves as our VP of Client Services and was honored for the Distinguished Leaders - Human Resources Award in Orange County Business Journal. This award is designed to recognize HR executives who had to navigate a new office environment over the last two years while maintaining corporate culture
Jennifer Olson serves as our VP of Finance and was nominated for the Rising Star category in Orange County Business Journal's CFO of the Year Awards. This program is designed to recognize senior financial professionals for their outstanding performance as corporate stewards. Here's an excerpt of the nomination: "Groomed to become
Apriem Advisors is honored to be named a 2022 Best Places to Work for Financial Advisers by InvestmentNews. We were chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more. At Apriem, not only do we
Apriem has been featured on Expertise.com's Best Financial Advisors in Irvine list two years in a row! Expertise.com curates their list by scoring Financial Advisors on more than 25 variables, in five different categories. Each result is analyzed to give individuals a hand-picked list of their top picks. Check out
Our President, Rhonda Ducote, VP-Client Services, Shawn Covarrubias, and VP-Finance, Jennifer Olson, were recently nominated for the Orange County Business Journal Women in Business Award for their industry experience, exceptional leadership, and outstanding achievements. The Women in Business Awards honors exceptional business and professional Orange County women. The OCBJ's Women
