Apriem In The News

Live Interview with CNBC

Please view from source by entering the following URL into your browser: https://www.cnbc.com/video/2022/11/21/lau-wait-for-earnings-to-settle-down-in-the-market.html Disclosure: Apriem Advisors is not affiliated with CNBC and their company name does not imply endorsement for Apriem Advisors.

2023-09-05T18:09:34+00:00November 29th, 2022|Apriem In The News, 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

2023-09-05T18:09:35+00:00October 25th, 2022|Apriem In The News, Blog, Press Releases, WOW In the News|

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

Go to Top