Niza Oun-Nguyen
Senior Wealth Advisor @Mariner
Signup · Get unlimited contacts
WORK HISTORY
Senior Wealth Advisor @Mariner
Newport Beach, CA, US
As a Senior Wealth Advisor at Mariner Wealth Advisors, I listen to what’s important to my clients and then develop a 360° wealth plan to help them achieve their goals. At Mariner Wealth Advisors, we are committed to putting your interests first. As our client, you will work with a wealth team that will collaborate with in-house teams, including tax planning & preparation, insurance, estate planning and trust services, to develop a coordinated wealth management plan personalized for you. This integrated approach is designed to provide you with comprehensive advice, simplify the process and save you time.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.
EDUCATION
UC San Diego
B.A., International Studies - Economics
Yale School of Management
Executive Education, Wealth Management Theory & Practice
Pepperdine Graziadio Business School
Master of Science (M.S.), Entrepreneurship
Pepperdine Graziadio Business School
MBA, Finance
SKILLS
ABOUT NIZA OUN-NGUYEN
Experienced Senior Wealth Advisor focused on providing individuals, families and organizations with personalized wealth advice personalized to help them meet their goals. I design 360° wealth management plans for clients that include estate planning, insurance solutions, tax strategies, investments and retirement solutions. I am a Certified Private Wealth Advisor® and a Certified Exit Planning Advisor® with more than 13 years experience in the industry.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.