"Wealth Management at Apriem Advisors" with Rhonda Ducote

Orange County Power Players

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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