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 and a certificate in Wealth Management Theory & Practice from Yale School of Management.
In her spare time, Niza enjoys spending time with her husband, Merrick, and their three daughters.
Recognition and awards
- Mrs. Asia USA 2019-2020 crowned on November 2019
- Organization: Virgelia Productions
- Recognizing and empowering Asian female leaders that bring people together, build bridges between cultures, and inspire positive change in the Asian communities.