GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Niza Oun-Nguyen
Niza provides clients with comprehensive wealth management services to help them achieve their goals and grow and protect their wealth. She has experience in risk-managed portfolio construction using a sophisticated analytical framework.
Prior to...
ABOUT NIZA
Niza provides clients with comprehensive wealth management services to help them achieve their goals and grow and protect their wealth. She has experience in risk-managed portfolio construction using a sophisticated analytical framework.
Prior to joining Mariner, she was a partner advisor for Advice Period where she specialized in comprehensive wealth management including investment management, retirement planning, business exit planning and tax and estate planning. Prior to that, Niza was a vice president, wealth management at BNY Mellon Wealth Management where she managed assets for high-net-worth clients, evaluated market trends, and assisted clients with asset allocation, budgeting and cash flow.
Niza holds a bachelor’s degree in international studies-economics from the University of California, San Diego. She has an MBA in finance from Pepperdine University, a master’s degree in entrepreneurship from Pepperdine University and completed an executive education program in wealth management theory and practice from Yale University.
Niza enjoys traveling with her husband and three daughters. She is a Board Member of Orange County United Way and member of the Professional Advisory Council for University of California, Irvine. Niza is also a fan of the Los Angeles Chargers and was Mrs. Asia USA in 2020.