Over 75 women met and mingled at the Center Club on May 7th to hear three great speakers talk about the market, how to find a Financial Advisor, and ways to navigate all of the noise. We feasted on a wonderful meal while the panel discussed relevant information regarding how the women working in
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
Apriem President Rhonda Ducote and Vice President Jennifer Olson were both nominated for the Orange County Business Journal’s 2019 Women in Business Award.
Apriem President, Rhonda Ducote, has been nominated for the Orange County Business Journal's Woman of the Year Award. An excerpt of the announcement is below: "Rhonda Ducote's leadership has helped propel the investment advisory firm to more than $650 million in assets under management at the fastest growth rate for a firm its size in
Rhonda Ducote returns to Financial Poise and lends advice on how to avoid family strife while divvying up assets for inheritance. Below is an excerpt: "For Baby Boomer women, who are uniquely positioned as stewards of the largest wealth transfer in human history, minimizing squabbles and resentment between their children over inheritance is a high
Apriem President Rhonda Ducote comments on how to empower female clients and the Women of Wisdom program. Below is an excerpt: “Rhonda Ducote, the president/principal of Apriem Advisors in Irvine, Calif., started her firm’s Women of Wisdom (WOW) program in 2014 to help educate, empower and encourage all women to get more involved in their
Apriem’s President Rhonda Ducote has been nominated for the Orange County Business Journal’s Women in Business awards. Below is an excerpt of a special section where she was featured: Rhonda Ducote has been passionately serving as a wealth manager for more than two decades. She has been with Apriem Advisors since 2000 and currently serves as
