Virtual Event: Getting Good Leverage
Shawn Covarrubias Named Distinguished Leader in OCBJ
Shawn Covarrubias, AIF® serves as our VP of Client Services and was honored for the Distinguished Leaders - Human Resources Award in Orange County Business Journal. This award is designed to recognize HR executives who had to navigate a new office environment over the last two years while maintaining corporate culture
Apriem Cares Update, January – March 2022
Giving back is one of Apriem's core values. It was a heart-warming experience to be back in person with the organizations we support through Apriem Cares. Below are highlights of our generosity efforts this quarter. February 2022: Apriem supports Biola University's finance department! Alongside
Jennifer Olson Nominated Rising Star in OC Business Journal
Jennifer Olson serves as our VP of Finance and was nominated for the Rising Star category in Orange County Business Journal's CFO of the Year Awards. This program is designed to recognize senior financial professionals for their outstanding performance as corporate stewards. Here's an excerpt of the nomination: "Groomed to become
Apriem Awarded Investment News’ Best Places to Work 2022
Apriem Advisors is honored to be named a 2022 Best Places to Work for Financial Advisers by InvestmentNews. We were chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths, and more. At Apriem, not only do we
Apriem Movers & Shakers
PROMOTIONS & EDUCATION: Christopher A. Whitaker, CFP®, AIF® Sr. Financial Advisor, Sr. Financial Planner Congratulations to Christopher Whitaker on the well-deserved promotion to Sr. Financial Advisor & Sr. Financial Planner! Christopher has been a key member at Apriem for the last five years. An incredible communicator, he navigates