”Wealth Management at Apriem Advisors” with Rhonda Ducote

In this episode of The Orange County Power Players Podcast, host Danny Flores sits down with Rhonda Ducote, AIF®, President and CEO of Apriem Advisors, a leading wealth management firm in Irvine, CA. Rhonda shares how she built a career rooted in trust, education, and long-term client relationships — helping families manage over $1.2 billion in assets.

Rhonda discusses the evolving landscape of wealth management, the importance of financial literacy, and the role family meetings play in preserving wealth across generations. She shares real-life stories of how poor planning can lead to wealth disappearance by the third generation—and how Apriem works to change that narrative.

If you’re a business owner, parent, or just curious about planning for your financial future, this episode is packed with invaluable insights.

Key Takeaways:

• Why estate planning and financial literacy are critical to generational wealth

• How Apriem Advisors approaches multi-generational financial education

• Real-world stories that show why planning early makes all the difference

 

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