AdvicePeriod Extends West Coast Reach with New Partner Advisor

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AdvicePeriod continues to influence the wealth management industry, rapidly expanding in various states around the U.S.

The fact that we are committed to taking a client-centric approach to wealth management is what attracts many Partner Advisors.

AdvicePeriod, a nationwide network of experienced, like-minded advisors, is pleased to announce the addition of Niza Oun-Nguyen as a Partner Advisor in Irvine, California.

Niza was introduced to AdvicePeriod through its partnership with Ryan Shanks and FA MATCH, a pioneer in data-driven financial advisor recruiting.

Prior to joining AdvicePeriod, Niza was a Vice President for a major institutional wealth manager where she managed wealth for high net worth families, business owners, institutions, and foundations. She also held positions at Canterbury Consulting and PIMCO.

Niza received two Masters degrees from Pepperdine University –an MBA in Finance and M.S. in Entrepreneurship. She received her Certified Private Wealth Advisor designation (CPWA®) from the Investments and Wealth Institute through the Yale School of Management. She is also a Certified Exit Planning Advisor with the Exit Planning Institute.

The addition of Niza to the AdvicePeriod team highlights the firm’s growing influence and recognition in the wealth management industry. AdvicePeriod provides Financial Advisors the ability to significantly grow their business by enhancing the client experience through technology and focusing on what truly matters for clients. These two philosophies have allowed the firm to grow and attract great Partner Advisors.

“The fact that we are committed to taking a client-centric approach to wealth management is what attracts many Partner Advisors,” explains Steve Lockshin, AdvicePeriod Co-Founder. “We provide clients with a 360° view and understanding of the financial aspects of their lives, and we provide our Partner Advisors with the information and resources needed to contribute to their clients’ success.”

AdvicePeriod’s dedication to helping clients understand their holistic wealth plan has been recognized by various industry award publications. Earlier this year, AdvicePeriod was recognized by WealthManagement.com with the Best Family Office: Client Initiative award for the firm’s comprehensive, in-house business management services to its ultra-high net worth clients and businesses. The firm was also named in the 2020 edition of the Financial Times 300 Top Registered Investment Advisors, which emphasized exceptional client service. These achievements are what attracted Niza to the firm. “I am delighted to join an award-winning team with decades of experience working with wealthy families,” explains Niza. “Surrounding my clients with experts in wealth management is extremely important to me.”

AdvicePeriod continues to grow as the firm gains nationwide recognition for its distinctive approach to wealth management.

AdvicePeriod expects to add more Partner Advisors in the near future.

About AdvicePeriod
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful; for clients and advisors alike. To learn more, visit: https://www.adviceperiod.com.

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Caprice Gibson
@AdvicePeriod
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