Press Releases

Apriem Staff Named Distinguished Leaders in Wealth Management by OCBJ

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.

Apriem’s President Featured in the LA TimesOC

Apriem's President, Rhonda Ducote, was profiled in the LA Times' OC Visionaries Edition, highlighting her career in the financial industry and Apriem's various service offerings. Here is an excerpt from the profile: Prior to embarking on her career in the financial advice industry, her education in design led her to discover

2022-10-25T19:21:28+00:00October 25th, 2022|Apriem Cares, Apriem In The News, Blog, Press Releases|

Apriem Advisors Recognized on CNBC FA 100

APRIEM ADVISORS RECOGNIZED ON 2022 CNBC FA 100 LIST ORANGE COUNTY, CA – APRIEM ADVISORS is honored to have been named #89 on the CNBC FA 100 List for 2022. The CNBC ranking recognizes advisory firms that help clients navigate their financial life through comprehensive financial planning and investment management.

2022-11-03T18:02:18+00:00October 4th, 2022|Apriem Cares, Apriem In The News, Blog, Press Releases|

Apriem Advisors Recognized as Civic 50 Honoree 2022

APRIEM ADVISORS RECOGNIZED AS ONE OF THE 50 MOST COMMUNITY-MINDED COMPANIES IN ORANGE COUNTY ORANGE COUNTY, CA – APRIEM ADVISORS has been named an honoree of The Civic 50 OC by OneOC and Points of Light, the world’s largest organization dedicated to volunteer service. The

2022-11-03T18:04:16+00:00October 3rd, 2022|Apriem Cares, Apriem In The News, Blog, Press Releases|

Apriem’s President Among Most Admired Women Leaders in Business

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

Apriem’s President & VPs Nominated for OCBJ’s Women in Business Awards 2022

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

Chris Whitaker featured in Orange County Business Journal

Our Sr. Financial Advisor/Sr. Financial Planner, Christopher Whitaker, CFP®, AIF® was recently featured in Orange County Business Journal on how Orange County’s rich sees downturn as an opportunity for the best. Click HERE to read the article. Here is an excerpt from the interview: The wealthy get more excited

Harmon Kong Nominated for Excellence in Entrepreneurship

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

Apriem Named Best Place to Work in Orange County by OCBJ

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 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

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