Niza Oun-Nguyen

Senior Wealth Advisor at Mariner Wealth Advisors

Niza Oun-Nguyen is a senior wealth advisor at Mariner Wealth Advisors. Niza previously worked at AdvicePeriod from December 2020 to December 2021 as a partner advisor.

At AdvicePeriod, Oun-Nguyen specialized in offering comprehensive wealth management services that included investment management, retirement planning, business exit planning, tax and estate planning, and charitable gifting. The company was recognized multiple times during their tenure, including being named a 2019 Best Wealth Planning Firm by Family Wealth Report and a Schwab Advisor Services 2019 Pacesetter IMPACT Award winner by ImpactAwards.

Oun-Nguyen is a fiduciary serving high net worth clients and businesses. Her goal is to help clients protect and preserve their hard earned wealth.

Timeline

  • Senior Wealth Advisor

    Current role

View in org chart