Megan Schwab

Protecting Assets and Financial Empowerment in Divorce

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

2023-12-07T00:27:52+00:00December 7th, 2023|Apriem In The News, Newsroom, WOW|

Apriem Advisors Recognized on CNBC FA 100

APRIEM ADVISORS RECOGNIZED ON 2022 CNBC FA 100 LIST ORANGE COUNTY, CA – APRIEM ADVISORS is honored to have been named #89 on the CNBC FA 100 List for 2022. The CNBC ranking recognizes advisory firms that help clients navigate their financial life through comprehensive financial planning and investment management.

New Kids on the Block

We sat down with newest members of our team to ask them how their first year with Apriem has been going. They reflected on the unique situation that Covid-19 created when it came to onboarding, learning their roles, and getting to know the rest of the team. Read what they had to say:

2023-09-05T19:27:01+00:00March 30th, 2021|Blog, Generations|
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