Shawn Covarrubias Named Distinguished Leader in OCBJ

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 Nominated Rising Star in OC Business Journal

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 Awarded Investment News’ Best Places to Work 2022

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 Added to Expertise List of Best Financial Advisors in Irvine

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

Apriem’s President & VPs Nominated for OCBJ’s Women in Business Awards

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

Apriem’s President Nominated for OCBJ’s Innovator of the Year Awards

Our President, Rhonda Ducote, was recently nominated for the Orange County Business Journal Innovator of the Year Awards for her industry experience, passion for people, leadership, and industry-changing initiatives on serving women, blue-collar workers, and charitable orgnizations. The Innovator of the Year Awards is designed to recognize and celebrate OC

Apriem Advisors in Financial Advisor Magazine’s 2021 Annual RIA Ranking

Financial Advisor magazine has published its 15th annual ranking of fastest growing independent advisory firms in their August 2021 issue. "Last year’s public health crisis also prompted clients to rethink their lives, careers and financial futures and ask themselves what really matters. As these priorities clashed, the complexities

Next Gen VP of Finance Nominated Rising Star in Orange County Business Journal’s CFO of the Year Awards

Our VP of Finance, Jennifer Olson, was recently 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: "A natural born leader,

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