Niza Oun-Nguyen, CPWA^®, CEPA^®

Designations and licenses

Niza is a Certified Private Wealth Advisor® and a Certified Exit Planning Advisor®.

Experience and education

Niza provides clients with comprehensive wealth management services to help them achieve their goals and grow and protect their wealth. She has experience in risk-managed portfolio construction using a sophisticated analytical framework.

Prior to joining Mariner, she was a partner advisor for Advice Period where she specialized in comprehensive wealth management including investment management, retirement planning, business exit planning and tax and estate planning. Prior to that, Niza was a vice president, wealth management at BNY Mellon Wealth Management where she managed assets for high-net-worth clients, evaluated market trends, and assisted clients with asset allocation, budgeting and cash flow.

Niza holds a bachelor’s degree in international studies-economics from the University of California, San Diego. She has an MBA in finance from Pepperdine University, a master’s degree in entrepreneurship from Pepperdine University and completed an executive education program in wealth management theory and practice from Yale University.

Personal interests

Niza enjoys traveling with her husband and three daughters. She is a Board Member of Orange County United Way and member of the Professional Advisory Council for University of California, Irvine. Niza is also a fan of the Los Angeles Chargers and was Mrs. Asia USA in 2020.

Niza’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.