The Greater Irvine Chamber has recognized Christopher Whitaker, CFP®, AIF® as a 2023 40 Under 40 Finalist. The Greater Irvine Chamber’s 40 Under 40 awards program recognizes 40 next-generation business leaders under the age of 40 who are making strides in their industries and the Orange County business community. The 2023
Best Places to Work in Orange County 2023 Press Release Apriem Advisors was recently named as one of the 2023 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
Apriem's Founding Principal, Harmon Kong, has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship Award. An excerpt of the announcement is below: "The 2023 Excellence in Entrepreneurship Awards program allows for the recognition of those who exemplify the American entrepreneurial spirit – through creativity and determination in the establishment and
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.
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, 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.
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
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