Apriem Advisors

09/02/2026

Happy Birthday to the heart and soul of Apriem Advisors, Lindsay Duran, our Client Services Manager🎂

Today we’re celebrating someone whose dedication and spirit help shape who we are as a team. Thank you for everything you bring to Apriem, every single day.
Here’s to another great year ahead. 🎉

08/27/2026

Apriem Advisors was proud to sponsor and join the 19th Annual “Life. Links. Love.” Charity Golf Tournament, hosted by SoCal Hospice Foundation at Newport Beach Country Club. A wonderful day on the course in support of compassionate end of life care for families across our community. Grateful to be part of an event that gives back in such a meaningful way. 🏌️‍♂️💛

08/18/2026

Nine years ago, Chris Whitaker joined Apriem early in his career. This year, Forbes named him a Best-In-State Next-Gen Advisor for California. 🏆

At 35, he leads a team of 10 advisors as our Chief Wealth Manager, with over a 99.4% client retention rate in the last 3 years. He’s also preparing to start the executive program at Yale School of Management, continuing to sharpen his expertise so he can serve our clients at the highest level.

Congratulations, Chris. This one is earned.

08/05/2026

Big opportunities often start with small investments.

Trump Accounts are a new way to help children begin building long term financial security. Swipe to learn the basics and see whether they may be a fit for your family.

Questions? We’re always happy to help.

Disclosures: The information provided is based on current federal legislation and available guidance as of 7/27/26. Program rules, eligibility requirements, contribution limits, investment options, and tax treatment are subject to change. Please consult your financial, tax, or legal advisor regarding your specific circumstances.

08/03/2026

We’re proud to share that Apriem Advisors has been recognized in Financial Advisor Magazine’s 2026 RIA Survey, a national ranking of independent registered investment advisory firms based on assets under management.

This recognition reflects more than growth. It represents the trust our clients place in us, the dedication of our team, and our continued commitment to providing thoughtful wealth management through every transition.

To our clients, team members, and community, thank you for being part of this journey. We are honored by your confidence and remain committed to serving you with integrity and care.

FinancialPlanning OrangeCounty IndependentAdvisor TeamApriem

07/27/2026

Leadership is never about one moment. It’s built through years of thoughtful decisions, trusted relationships, and a commitment to serving others.

Congratulations to our President & CEO, Rhonda Ducote, AIF® and Chief Wealth Manager, Chris Whitaker, CFP®, AIF® on being named shortlisted nominees for the LA Times Studios Business OC Executive Forum & Leadership Awards. This recognition celebrates their leadership, dedication, and meaningful contributions over the past 24 months.

We are proud to see their impact recognized and grateful for the example they continue to set for our team, our clients, and our community.

Congratulations, Rhonda and Chris! 👏

07/21/2026

Congratulations to Linday on being recognized as a 2026 Indispensable Award winner!

Some of the most impactful people in an organization aren’t the ones seeking the spotlight. They’re the ones who keep everything moving, solve problems before they arise, support those around them, and make the entire team stronger simply by showing up every day.

The Orange County Business Journal created the Indispensable Award to recognize the individuals whose impact is impossible to overlook. We couldn’t think of anyone more deserving.

Lindsay, thank you for your unwavering dedication, leadership, and the countless ways you make Apriem a better place for our team and the families we serve. We are incredibly proud to celebrate this well deserved recognition.

Congratulations on this outstanding achievement! 👏

07/17/2026

Some causes remind us what truly matters.

We were honored to support the Foundation’s All Dolled Up event, helping provide comfort, dignity, and compassionate care to patients and families when they need it most.

Thank you to everyone who made this special event possible.

06/30/2026

06/09/2026

Consistent investing over time can make a meaningful difference.

Example hypothetical growth assuming a 7% annual return:
$500/month invested
10 years → approximately $100,000
20 years → approximately $260,000
30 years → approximately $610,000

Building long term wealth is often less about timing the market and more about staying consistent over time.

Time in the market matters.

This example is for illustrative purposes only and does not represent actual investment results or guarantee future returns. Investing involves risk, including possible loss of principal.