Apriem's Vice President of Wealth Management, Landon Yoshida, CRPC®, AIF®, was interviewed by Chris Latham, Managing Editor of Wealth Solutions Report. Wealth Solutions Report is a digital media company that provides cutting-edge insights, analysis, and commentary on the most relevant issues that are shaping the future of wealth management. In the piece, Landon describes
Apriem's Financial Planner, Megan Schwab, CFP®, AIF®, wrote an article in Financial Poise on the impact a divorce has on the family finances and how women can take steps to feel empowered in their finances during a very tumultuous time. Here's an excerpt from the article: Just like any major life
On Thursday, August 17, 2023, the Apriem team spent the afternoon volunteering at the Jessie Rees Foundation's JoyFactory in Irvine. Apriem staff participated in stuffing JoyJars® and writing encouraging notes to brave kids who are fighting cancer. While volunteering, the LA Times was at the JoyFactory to profile Jessie Rees Foundation's
The Greater Irvine Chamber has recognized Christopher Whitaker, CFP®, AIF® as a 2023 40 Under 40 Finalist. The Greater Irvine Chamber’s 40 Under 40 awards program recognizes 40 next-generation business leaders under the age of 40 who are making strides in their industries and the Orange County business community. The 2023
Best Places to Work in Orange County 2023 Press Release Apriem Advisors was recently named as one of the 2023 Best Places to Work in Orange County. The awards program was created in 2009 and is a project of the Orange County Business Journal in partnership with Workforce Research Group. This
Several of Apriem's staff and principals were named in OCBJ's 2022 Distinguished Leaders - Wealth Management list. This list shines the spotlight on individuals, and their firms, who can prepare the entire family for financial stability for generations to come. Read the profiles below: Read the publication here.
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. July 2022: Apriem partners with Working Wardrobes to empower
Our President, Rhonda Ducote, is named as one of the top ten most admired women leaders in business in 2022 by Success Pitchers magazine. She is featured in this special edition, sharing about her experience in the industry, Apriem's history, and wisdom that she is passing on to the next
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. Read their profiles here. The Women in Business Awards honors exceptional business and professional Orange County
Our Sr. Financial Advisor/Sr. Financial Planner, Christopher Whitaker, CFP®, AIF® was recently featured in Orange County Business Journal on how Orange County’s rich sees downturn as an opportunity for the best. Click HERE to read the article. Here is an excerpt from the interview: The wealthy get more excited
