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AdvicePeriod Extends West Coast Reach with New Partner Advisor Share Article 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. LOS ANGELES (PRWEB) January 20, 2021 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 p ....
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