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. The Women in Business Awards honors exceptional business and professional Orange County women. The OCBJ's Women
Our President, Rhonda Ducote, was recently nominated for the Orange County Business Journal Innovator of the Year Awards for her industry experience, passion for people, leadership, and industry-changing initiatives on serving women, blue-collar workers, and charitable organizations. The Innovator of the Year Awards is designed to recognize and celebrate OC
Our Chief Investment Officer, Benjamin Lau, was recently featured in Investor's Business Daily on ETF picks in a changing rate environment. Click HERE to read the article on Investor's Business Daily's website. Here is an excerpt from the interview: I am optimistic on the economy for the next few years.
Financial Advisor magazine has published its 15th annual ranking of fastest growing independent advisory firms in their August 2021 issue. "Last year’s public health crisis also prompted clients to rethink their lives, careers and financial futures and ask themselves what really matters. As these priorities clashed, the complexities
Apriem Cares is your partner in philanthropy! Despite the constraints of a COVID-19 community, Apriem has continued to serve and care through its donation of time and resources to support a diverse array of philanthropic endeavors. We encourage and support our staff in their personal volunteer work to the causes that are
Now, more than ever, amid the Covid-19 crisis our communities need our help. Apriem invests in relationships that strengthen and empower our communities at every level. We volunteer our time and invest our resources with those who are on the front lines of helping others lead more abundant lives. We provide pro bono