Our President, Rhonda Ducote, was recently featured in Financial Poise on, "Women: It's Time to Take Charge of Family Finances." Here's an excerpt of the article: "If you are a boomer woman, take charge and insist on being part of the conversation. There are many hurdles to anticipate and jump
Our Founding Principal, Harmon Kong, was featured in an article of Orange County Business Journal. Here's an excerpt of the interview: " Times of economic crisis is always an opportunity to see where attention is needed most. We believe everyone will benefit from having a financial plan yet we know
This past June, one of our Financial Advisors, Landon Yoshida, celebrated his 9th year working for Apriem. Landon plays an intrical role in our industrial retiree practice, providing advisor services to retirees from Boeing, Exxonmobil, Chevron, and Parker Hannifin. While recognizing Landon's successes and contributions to Apriem, it got our team thinking,
Our CIO, Benjamin Lau, wrote an article that was featured in the Orange County Business Journal. Here's an excerpt of the article: "Many of you look at your portfolios and some even have maintained elaborate spreadsheets of each accounts' balances, every day. But the more you stare at your portfolio
InvestmentNews has recognized Jennifer Olson, CFA, CFP®, CIPM, AIF® as a 2020 40 Under 40 Honoree. Ms. Olson was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. InvestmentNews’ 40 Under 40
Our President, Rhonda Ducote, was featured on the cover of Orange County Business Journal in their special issue, "Securing Your Wealth During Covid-19." Here's an excerpt of the interview: "We are seeking to find the best opportunities in large American corporations that have strong competitive advantages and generate substantial amounts
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
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
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