Apriem Financial Cents Eps. 1 – Roth Conversion
New Baby Checklist: 7 Ways to Get Your Finances Ready
By Christopher Whitaker, CFP®, AIF®, Financial Advisor As a young parent just starting off on this journey, I’ve come to realize that not all who wander are lost. Some are just parents, in Target, hiding from their children. Raising kids is a tough task! Sleepless nights, random tantrums, encouraging them to walk,
Apriem Wellness Day 2019
One of the main focuses of Apriem has been to improve the mental and physical wellness of our Apriem family. As such, Apriem celebrated its first annual Wellness Day to celebrate our President, Rhonda Ducote's, birthday. Wellness Day focuses on bringing our team together to encourage self-care, and incorporating
Apriem Holiday Drive 2019
Please join Apriem Advisors as we give back to charities in our community this holiday season! All donations can be dropped off to our office at: 19200 Von Karman Avenue, Suite 1050, Irvine, CA 92612 Any donation is voluntary and the choice to donate or not donate will not favorably or adversely affect
Apriem Hosts UCI students during the 2020 Economic Update
On October 23, 2019, Apriem attended the 2020 Economic Forecast hosted by the Chamber Newport Beach and UCI Paul Merage School of Business. The speakers discussed about an outlook of a benign economic growth without a recession in the next 12 months. They highlighted the positives and negatives of 2020 such as employment growth
Apriem Recognized as an Outstanding Small Business
FOR IMMEDIATE RELEASE— IRVINE, California – November 12, 2019– the Association of Fundraising Professionals has recognized Apriem Advisors as a 2019 Outstanding Small Business Honoree. National Philanthropy Day (NPD) acknowledges the entire spectrum of services provided by the nonprofit community and recognizes the profound impact that philanthropy has on the fabric of society.
Apriem Cares: NEGU brings JoyJars to El Salvador!
Apriem Advisors was founded on the vision of giving client’s the opportunity to live a life of significance beyond their success. In the same way, Apriem strives to encourage this value in the lives of their employees. One way this is done is through encouraging employees to participate in their charitable arm, Apriem
Apriem Advisors recognized as Civic 50 Honoree
FOR IMMEDIATE RELEASE— IRVINE, California – October 15, 2019– the Orange County Business Journal, partnered with OneOC and Points of Light, has recognized Apriem Advisors as a 2019 Civic 50 Honoree. Apriem Advisors, along with 49 other firms, was chosen as the 50 most community-minded companies, known as the Civic 50. Civic 50 Orange County,
World Vision Builds 500 Kits at Apriem HQ
Earlier this year, our team assembled 250 school kits to be distributed to children in need for the upcoming school year as well as 250 hygiene kits for people impacted by natural disasters, homelessness, or poverty. We closed the office early and everyone participated. Our staff enjoyed writing encouraging notes and giving confirmation
WOW Event: Protecting Your Identity
On October 3rd, Apriem Advisors held our tenth Women of Wisdom (WOW) event of the year and the final topic of 2019 was “Protecting Your Identity!” We felt so fortunate to have Kara Suro, VP of Charles Schwab Fraud & Senior Vulnerable Investigations Team as our keynote speaker. The teams