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,

Rhonda Ducote’s Commitment to Harvest Multigenerational Generosity for Hospice

Our President, Rhonda Ducote, was recently recognized by Southern California Hospice Foundation for her role in bringing the Heavenly Home to fruition and building its Endowment. “We have found the right home, and once it opens, we are committed to starting another property. My vision is that this will multiply tenfold. I see this

Apriem’s President Nominated for Women of Influence Awards

Our President, Rhonda Ducote, was recently nominated for the Greater Irvine Chamber 2021 Women of Influence Awards. The Women of Influence Awards recognize outstanding women in eight different categories who have positively impacted their industries and the Orange County community. Disclosure: Apriem Advisors and staff did not pay a fee

Apriem’s VP named to InvestmentNews’ 2020 40 Under 40 List

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

Finances in Divorce: Dealing with Transition (Financial Poise)

Every divorce is unique and comes with its own set of complications. Rhonda Ducote, AIF®, talks about the importance of understanding your financial plan and some key steps in personal financial management when it comes to divorce or remarriage. Here's an excerpt of the article: “The best way to mitigate

Rhonda Speaks at the CFAOC Inaugural Wealth Management Symposium

On April 24th, four members of the Apriem team had the pleasure of attending the first ever “Wealth Management Symposium”, put on by the CFA Society of Orange County. The event was held at the exquisite Pacific Club and featured topics including the four phases of retirement, what it looks like to lead a firm

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