Apriem Advisors is an independent financial advisory firm based in Irvine, California, specializing in wealth management and financial planning services for families in Orange County and beyond. With over 28 years of experience and a client retention rate exceeding 99%, they provide personalized guidance through significant life transitions such as... retirement, inheritance, and estate planning. Their comprehensive services include investment management, retirement income planning, tax planning, and estate coordination, all tailored to meet the unique needs of their clients. Apriem Advisors prides itself on building real relationships with clients, ensuring they receive dedicated support from a knowledgeable team of advisors. Read More

Apriem Employee Directory

Apriem corporate office is located in 19200 Von Karman Ave Ste 1050, Irvine, California, 92612, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Sales

Finance

Apriem CEO

Rhonda DucotePresident, Chief Executive Officer & Partner

Phone

See Profile

Key Employees of Apriem

SC
Shawn Covarrub...
Vice President, Client Services
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Apriem Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Apriem

Hundreds of professionals searching for Apriem have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RD
Rhonda Ducote
Email Direct
President, Chief Executive Officer & Partner
United States , California , Irvine

HK
Harmon Kong
Email Direct
Founding Director
United States , California , Irvine

JN
Jennifer Necir
Email Direct
Senior Financial Analyst
United States , California , Irvine

SC
Shawn Covarrubias
Email Direct
Vice President, Client Services
United States , California , Irvine

LY
Landon Yoshida
Email Direct
Chief Business Development Officer & Principal
United States , California , Irvine

CD
Cole Ducote
Email Direct
Financial Associate & Planner
United States , California , Irvine

JG
Josh Garland
Email Direct
Senior Financial Advisor
United States , California , Irvine

JR
Jose Rendon
Email Direct
Financial Analyst
United States , California , Irvine

MI
Mark Iwamoto
Email Direct
Co-Founder
United States , California , Irvine

CW
Chris Whitaker
Email Direct
Wealth Chief & Manager
United States , California , Irvine

LD
Lindsay Duran
Email Direct
Manager, Client Services
United States , California , Irvine

RJ
Riley Johnson
Email Direct
Summer Intern
United States , California , Irvine

Former Employees at Apriem

Explore people who held key positions, contributed to Apriem's success, and advanced their careers.

Emmett Shiras

Vice President, Invest... at Canterbury Consulting

Worked as Financial Analyst

at Apriem (2016-2017)

Direct

Sunni Allen

Client Relationship Ma... at Three Arch Wealth Mana...

Worked as Administrative Assistant

at Apriem (2020-2022)

Direct

Matthew Kawashima

Manager, Funds Transfe... at Hyundai Capital Americ...

Worked as Senior Portfolio Administrator

at Apriem (2021-2021)

Direct

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Campus Recreation Prog... at California Baptist Uni...

Worked as Financial Associate & Planner

at Apriem (2018-2019)

Direct

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Analyst at Flagstar Bank

Worked as Investment Summer Intern

at Apriem (2024-2024)

Direct

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Banking Analyst - Comm... at Axos

Worked as Wealth Management Intern

at Apriem (2023-2023)

Direct

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Frequently Asked Questions Regarding Apriem Employees

How many employees does Apriem have?

Apriem has 11-50 employees

Who is the CEO of Apriem?

Apriem’s CEO is Rhonda Ducote

Who are Apriem key employees?

Some of Apriem key employees are Shawn Covarrubias

Where is Apriem located?

Apriem’s headquarters are located at 19200 Von Karman Ave Ste 1050, Irvine, California, 92612, United States

How do I contact Apriem?

Apriem Contact Info: Phone number: (949) 253-8888 Website: www.apriem.com

What does Apriem do?

Apriem Advisors is an independent financial advisory firm based in Irvine, California, specializing in wealth management and financial planning services for families in Orange County and beyond. With over 28 years of experience and a client retention rate exceeding 99%, they provide personalized guidance through significant life transitions such as... Read More

Is Apriem a public company?

Apriem is private company therefore does not currently have an official ticker symbol

See more information about Apriem Employees