(Rhonda Ducote) We always talk about our tagline “significance beyond success”. I think that that is different for every single person because everybody every single person's definition of success is different. (Joshua Garland) Hello Apriem family and welcome to episode nine of Apriem Financial Cents. Now, while this
Good Afternoon Valued Clients, Friends and Family, Today marks the 25th “Silver” anniversary of Apriem Advisors. It is hard to believe that 25 years have already gone by. A Message from the Founder, Harmon Kong: We celebrate the New Year with hearts filled with gratitude as Apriem Advisors celebrates
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.
By Rhonda Ducote, AIF®, President/Principal — Growing up as the youngest of seven children I was surrounded by many maternal figures. The age difference between me and my oldest sister is
The Orange County Business Journal featured Apriem's Rhonda Ducote in its annual section about financial advisors. Below is short excerpt: The fiduciary rule will take effect in a few short months and when it does, the measure will greatly benefit consumers. Gone will be the days when unscrupulous brokers put their clients into investments they
