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
Giving back is one of Apriem's core values. It was a heart-warming experience to be back in person with the organizations we support through Apriem Cares. Below are highlights of our generosity efforts this quarter. July 2022: Apriem partners with Working Wardrobes to empower
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.
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
I invested $10,000 into Amazon (AMZN) during the Dotcom bubble. I didn't, but if I had, it would be north of $4,000,000 as of last Friday's close. At the time, Amazon was down over 90% so the thought of doing that was nonexistent. That's why November 2008 during the Great
"How can I be a long-term investor if my time horizon is short-term?" On Wednesday, December 28, 1983, President Ronald Reagan was in the middle of his first term in office and dealing with a terrorist bombing that had occurred in October of that year. The New York Times reported “The President
2022 Summer Finance Interns For the summer of 2022, we were accompanied by three exceptional interns who participated in our annual internship program. They worked on projects with all our departments while getting a glimpse into the financial services industry. Let's meet our interns: Kennedy Thompson: Kennedy is graduating
Giving back is one of Apriem's core values. It was a heart-warming experience to be back in person with the organizations we support through Apriem Cares. Below are highlights of our generosity efforts this quarter. April 2022: Apriem had a lovely time attending the
I would like to introduce myself and give our readers a different point of view on the crazy market we have been experiencing this year. My name is Cole Ducote, and I am an Associate Financial Planner here at Apriem. I joined the Apriem family last year and I am coming up on my
Giving back is one of Apriem's core values. It was a heart-warming experience to be back in person with the organizations we support through Apriem Cares. Below are highlights of our generosity efforts this quarter. February 2022: Apriem supports Biola University's finance department! Alongside