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Apriem Named One of the Top 10 Advisory Firms in Orange County

Apriem Advisors was recently named one of the Top 10 Advisory Firms in Orange County by SmartAsset. You can read the full article here. Disclosure: Apriem Advisors and staff did not pay a fee to be included in the list. SmartAsset Methodology: All the advisors

Apriem Advisors President Honored for Dedication to Nonprofit

Our President, Rhonda Ducote, was honored with the Oliver Halsell Care Award for her ongoing support and fundraising for the Southern California Hospice Foundation. Here's an excerpt of the interview: “We work with high-net-worth individuals and we go very deep in our discussions with them; we get to know our

2023-09-05T18:12:48+00:00June 24th, 2020|Apriem Cares, Apriem In The News, Press & Media - Others|

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

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