Best Companies Group is thrilled to announce the winners of the prestigious Best Places to Work SoCal 2023 list. The honorees, spanning a diverse range of industries, include a list of companies that have set benchmarks in fostering exceptional work environments. The selection process for these winners was comprehensive, relying
Financial Advisor Magazine has published its annual ranking of fastest growing and top independent advisory firms in their July/August 2023 issue. "Fifty-three percent of those RIA firms surveyed in Financial Advisor’s most recent survey said that assets from new clients accounted for most of their 2022 inflows, with 36% citing assets
Charitable gifting is a powerful way to support causes you care about while also benefiting from the positive financial and tax implications associated with it. To get the most out of your charitable giving, it's important to explore advanced strategies that can help you maximize your impact and minimize your
Apriem's President, Rhonda Ducote, wrote a piece in Financial Poise on the power of giving and how philanthropy can strategically be part of your financial or estate plan. Here is an excerpt from the profile: For many people, divvying up assets can be an opportunity to think about causes near and
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
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
Apriem is Passionate about Educating the Next Generation! Apriem is investing in the next generation of learners, workers, and world-changers. The firm is committed to contributing time and financial resources to this next generation. Pictured are our staff members and the Universities at which they serve as Advisory Board Members! Landon
RHONDA DUCOTE WINS 2022 WOMAN OF INFLUENCE, INNOVATOR AWARD. Our President, Rhonda Ducote, has been selected to receive the 2022 Women of Influence, Innovator award! The Women of Influence Forum is a premier event recognizing and empowering women to lead and succeed in their lives, businesses, and communities. "The Innovator award