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. The Women in Business Awards honors exceptional business and professional Orange County women. The OCBJ's Women
Our President, Rhonda Ducote, was recently nominated for the Orange County Business Journal Innovator of the Year Awards for her industry experience, passion for people, leadership, and industry-changing initiatives on serving women, blue-collar workers, and charitable organizations. The Innovator of the Year Awards is designed to recognize and celebrate OC
Our Chief Investment Officer, Benjamin Lau, was recently featured in Investor's Business Daily on ETF picks in a changing rate environment. Click HERE to read the article on Investor's Business Daily's website. Here is an excerpt from the interview: I am optimistic on the economy for the next few years.
Apriem Cares is your partner in philanthropy! Despite the constraints of a COVID-19 community, Apriem has continued to serve and care through its donation of time and resources to support a diverse array of philanthropic endeavors. We encourage and support our staff in their personal volunteer work to the causes that are
Now, more than ever, amid the Covid-19 crisis our communities need our help. Apriem invests in relationships that strengthen and empower our communities at every level. We volunteer our time and invest our resources with those who are on the front lines of helping others lead more abundant lives. We provide pro bono
Our President, Rhonda Ducote, was recently nominated for the Greater Irvine Chamber 2021 Women of Influence Awards. The Women of Influence Awards recognize outstanding women in eight different categories who have positively impacted their industries and the Orange County community. Disclosure: Apriem Advisors and staff did not pay a fee
Apriem was nominated for Orange County Business Journal's Companies that Care Awards. VP of Wealth Management and Principal, Landon Yoshida, wrote a short piece on how Apriem shows our clients "The Apriem Way." Below is an excerpt from the article: Our dream has always been to make a larger impact
Our Chief Investment Officer, Benjamin Lau, was recently featured in The Wall Street Journal on Tesla's addition to the S&P 500. Click HERE to read the article on The Wall Street Journal's website. We also have a PDF version available.
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
