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 Wealth Advisors, 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.
Niza enjoys traveling with her husband and three daughters. She is a fan of the Los Angeles Chargers and was Mrs. Asia USA in 2020.