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Building Trust Through Financial Clarity: How Liza Nguyen Founded Wise Above Consulting to Empower Clients
- Women Story
- Aug 17
- 5 min read
Liza Nguyen is the founder and CEO of Wise Above Consulting, LLC, a full-service accounting firm providing bookkeeping, tax preparation, tax planning, financial planning, and life insurance protection services for individuals and small business owners. Founded in 2024 and based in Costa Mesa, California, USA, Wise Above Consulting is a family-owned, minority-owned, and woman-led business committed to helping clients understand their finances, stay compliant, reduce taxes, and make informed financial decisions that support their long-term success.
Liza's goal is simple: help clients save more, grow more, preserve more, and leave a lasting legacy.
A 25-Year Leadership Journey in Financial Services
Liza's leadership journey spans over 25 years in the financial services industry. She began her career as a regional leader in wealth management and life insurance, then spent 14 years in banking operations management before transitioning into mortgage lending as a sales and processing manager.
She also held several upper management roles in tax preparation and tax resolution, and later returned to wealth management as an operations director prior to launching her own business.
Throughout her career, Liza has served in many leadership roles and helped individuals achieve their financial and business goals. Her experience spans:
Risk Management
Operation Control
Quality Control
Compliance
Cash Management
Loan Processing and Origination
Hiring and Sales Coaching
Organizational Leadership
The Vision Behind Wise Above Consulting
After more than 25 years in corporate financial services, Liza recognized that while she was helping clients achieve important financial goals, the recognition often went to the company rather than the individual relationships and trust she had built.
She knew she wanted to create something different—something that reflected her own values and vision. She wanted to build a business where clients felt genuinely cared for, educated, and supported.
Her philosophy is simple: clients should never feel like just another number. Wise Above Consulting was built on trust, integrity, transparency, and personalized guidance. Every financial decision should support the life and business clients are working so hard to build.
What Makes Wise Above Consulting Unique
What sets Wise Above Consulting apart is Liza's passion for helping others and educating clients on the areas of taxes, bookkeeping, financial planning, and protection that often feel overwhelming or confusing.
Key differentiators include:
An all-in-one, concierge-style experience with personalized guidance, education, and support
A focus on helping clients understand their finances, not just file taxes
Long-term relationships built on trust, responsiveness, and genuine care
Going the extra mile to find ways to save money, improve processes, and identify tax-saving opportunities
Connecting clients with resources that help them grow their business and achieve their goals
Liza doesn't view clients as transactions or numbers. She takes the time to get to know them, understand their goals, and become a trusted resource they can rely on year after year.
Comprehensive Services for Individuals and Businesses
Wise Above Consulting offers a full range of financial services:
Individual Services:
Personal Financial Planning – Managing income, expenses, savings, and investments
Retirement Planning & Wealth Management – Strategies for long-term financial stability
Life Insurance Solutions – Protecting families with tailored coverage
Individual Tax Preparation – Maximizing deductions, credits, and exemptions
Tax Planning & Strategies – Proactive approaches to minimize tax liability
Business Services:
Monthly Bookkeeping & Cleanup – Ongoing bookkeeping, reconciliations, and financial reporting
Payroll Services – Accurate, timely employee payments and tax filings
Financial Planning – Budgeting, forecasting, and goal-driven planning
CFO Advisory – Fractional CFO services for growing businesses
Entity Creation – Forming LLCs, S-Corps, and partnerships
Employer Health & Retirement Benefits – Managing competitive employee benefits
Business Tax Preparation – Comprehensive tax filings for businesses of all sizes
Tax Resolution – Assistance with IRS and state tax issues, including audits and payment plans
Core Values That Drive the Business
Wise Above Consulting is built on five core values:
Integrity – Doing what's right, every time
Trust – Building lasting relationships through honesty
Transparency – Clients always know where they stand
Personalized Service – Tailored guidance for each client's unique situation
Commitment to Excellence – Going above and beyond for every client
Overcoming the Fear of Entrepreneurship
One of the biggest obstacles Liza overcame was stepping away from the security of a corporate career to build something of her own.
Throughout her 25+ years in the financial services industry, she held various leadership positions and spent many years climbing the corporate ladder. While she was successful professionally, she often felt that the impact she made on clients' lives was overlooked.
The biggest challenge was overcoming the fear of leaving a stable career and taking the risk of starting her own business. The uncertainty of whether it would succeed was intimidating, but she believed in her vision, her experience, and her passion for helping others.
Taking that leap of faith has been one of the most rewarding decisions of her career.
A Leadership Philosophy Built on Service and Empowerment
Leadership, to Liza, is about serving others, sharing knowledge, and creating opportunities for growth. She is passionate about:
Educating and empowering clients to make confident financial decisions
Mentoring fellow professionals and helping them grow
Helping business owners—especially women—build confidence, strengthen their businesses, and achieve lasting success
She believes that financial success is about more than numbers—it's about people, relationships, and creating opportunities for a better future.
Professional Credentials
Liza is a QuickBooks Online Certified professional, ensuring she can provide expert support for clients using this popular accounting platform.
Client Testimonials
Clients consistently praise Wise Above Consulting for its expertise and personalized service:
"Wise Above Consulting has transformed my business finances. Their attention to detail and personalized service are unmatched." – John Smith
"I highly recommend Wise Above Consulting for their expertise in tax planning. They have saved me both time and money." – Emily Rodriguez
Liza's Advice to Women Entrepreneurs
My advice to aspiring and early-stage women founders is to keep going, even when things feel uncertain. I've been there myself. We all experience fear of the unknown, moments of self-doubt, and times when we feel stuck or wonder if our business is ever going to work. Those feelings are normal and part of the journey.
One of the most valuable things you can do is network your heart out. Build relationships, make connections, and put yourself out there even when it feels uncomfortable.
Sometimes the one conversation, introduction, or opportunity that changes your business comes from that extra meeting, event, or follow-up that you almost didn't do. Small steps taken consistently can create life-changing opportunities over time.
I also encourage women founders to connect with other business owners. Entrepreneurship can feel lonely, but you don't have to do it alone. Other business owners understand the challenges, setbacks, and victories because they've experienced them too. Share your story, learn from others, ask for help when you need it, and support those around you. There is so much power in community, collaboration, and lifting each other up as we grow.
Most importantly, believe in yourself and your vision. Keep learning, keep building relationships, and keep moving forward one step at a time. You never know which connection or opportunity will change the trajectory of your business forever.
For Liza Nguyen, success is not just about financial returns—it is about building trust, empowering clients, and creating opportunities for individuals and businesses to thrive.
Quick Profile
Founder/CEO: Liza Nguyen
Company: Wise Above Consulting, LLC
Founded: 2024
Location: Costa Mesa, California, USA
Industry: Accounting, Tax, and Financial Services
Specialization: Bookkeeping, tax preparation, tax planning, financial planning, life insurance, tax resolution, CFO advisory
Credentials: QuickBooks Online Certified
Mission: Helping individuals and business owners reduce taxes, build wealth, and create lasting financial confidence through trusted, relationship-driven guidance
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