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Mariner acquires AdvicePeriod | Financial Planning

Mariner acquires AdvicePeriod | Financial Planning
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AdvicePeriod Extends West Coast Reach with New Partner Advisor

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.
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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