InvestmentNews has recognized Jennifer Olson, CFA, CFP®, CIPM, AIF® as a 2020 40 Under 40 Honoree. Ms. Olson was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. InvestmentNews’ 40 Under 40
Apriem Advisors was recently named one of the Top 10 Advisory Firms in Orange County by SmartAsset. You can read the full article here. Disclosure: Apriem Advisors and staff did not pay a fee to be included in the list. SmartAsset Methodology: All the advisors
Our President, Rhonda Ducote, was honored with the Oliver Halsell Care Award for her ongoing support and fundraising for the Southern California Hospice Foundation. Here's an excerpt of the interview: “We work with high-net-worth individuals and we go very deep in our discussions with them; we get to know our
Rhonda Ducote, AIF® President/Principal Rhonda has climbed the ranks in the financial industry over a 25-year period from a client service representative to Apriem’s President. Her leadership has propelled the firm to over $750 million in assets under management and opened two new offices in San Diego and Los Angeles Counties.
The Association of Fundraising Professionals has announced recognition of Apriem Advisors as a 2019 'Outstanding Small Business' honoree at the 34th annual National Philanthropy Day Awards Luncheon on Thursday, November 14, 2019 at the City National Grove of Anaheim. Produced by the Orange County Chapter of the Association of Fundraising Professionals, National Philanthropy Day has
Annually, Charles Schwab conducts its benchmarking study to gather data in the financial industry. For the 2019 survey, released in July, 1,300 RIAs representing more than $1 trillion in assets participated. The bottom line results revealed that RIAs are doing very well in the current market environment. Apriem's President, Rhonda Ducote shared with Financial Advisor
InvestmentNews has recognized Apriem Advisors as a 2019 Excellence in Diversity and Inclusion Awards finalist. Apriem, along with other finalists, were chosen from over 160 nominations by a committee of InvestmentNews representatives and judges from the advice business to be recognized for the firm’s ability to inspire others from diverse backgrounds to join, flourish and
Apriem Advisors was named one of the top 300 RIAs in the United States for the third year in a row by the Financial Times. The 2019 edition of the Financial Times 300 Top Registered Investment Advisers (FT 300) recognizes top independent RIA firms from across the U.S. based on desirable traits for investors and