Financial Times Top 300 Advisor

Apriem Cares Update, October – December 2021

Apriem Cares about what you care about! We have the honor of partnering with organizations who have a heart for our community. Whether it's running miles or playing cornhole, Apriem loves to be present in our community. As a corporate business, we strive to be an example of generosity in the industry.

2023-09-05T18:38:18+00:00January 6th, 2022|Apriem Cares, Around The Office, Blog, Newsroom|

Apriem Added to Expertise List of Best Financial Advisors in Irvine

Apriem has been featured on Expertise.com's Best Financial Advisors in Irvine list two years in a row! Expertise.com curates their list by scoring Financial Advisors on more than 25  variables, in five different categories. Each result is analyzed to give individuals a hand-picked list of their top picks. Check out

Apriem Cares Update, July – September 2021

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 as they contribute both time

Apriem’s President & VPs Nominated for OCBJ’s Women in Business Awards

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

Apriem’s President Nominated for OCBJ’s Innovator of the Year Awards

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

Apriem’s CIO Featured in Investor’s Business Daily

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.

2023-09-05T18:11:06+00:00August 6th, 2021|Apriem In The News, Press & Media - Inv & FP|

Apriem Cares Update, April – June 2021

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

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