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Niza Oun-Nguyen

Niza Oun-Nguyen

Partner Advisor

BIOGRAPHY

Niza is a Partner Advisor with AdvicePeriod. In this role, she identifies and evaluates investment solutions, designs customized and sophisticated portfolios, and develops financial plans for clients.

Prior to joining AdvicePeriod, Niza was a Vice President at BNY Mellon Wealth Management, working with high-net-worth clients, institutions, and foundations. She also held positions at Canterbury Consulting and PIMCO.

Niza received a bachelor’s degree in International Studies –Economics from the University of California, San Diego (UCSD). She received two Masters degrees from Pepperdine University –an MBA in Finance and M.S. in Entrepreneurship. In addition, Niza received a certificate in Financial Management from Cornell University.

In her spare time, Niza enjoys spending time with her husband, Merrick, and their three daughters.

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