Niza Oun-Nguyen

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.