Apriem's President, Rhonda Ducote, wrote a piece in Financial Poise on the power of giving and how philanthropy can strategically be part of your financial or estate plan. Here is an excerpt from the profile: For many people, divvying up assets can be an opportunity to think about causes near and
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
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.
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
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
