Nikesh Parikh
Financial Adviser at Eagle Strategies LLC
- Role
- Licensed Agent at New York Life
- Location
- Orange, CA, US
- LinkedIn followers
- 500 followers
About Nikesh Parikh
Nikesh Parikh CFP®, J.D, LUTCF, RHU®, REBC®, ChFC® is a Second Generation Financial Professional helping clients with a myriad of goals.We understand that planning your financial future can be intimidating and we will do our very best to educate you and find the right plan or product to fit your unique situation.We craft unique plans using insurance, investments, and annuities to help crystallize and achieve your goals. Please visit our website to learn more.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. 2020 Main St, 10th Floor, Irvine, CA 92••••••••00Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.My California Insurance license number is 0f79124Neither Dynamic Wealth nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Dynamic Wealth is not owned or operated by New York Life Insurance Company or its affiliates.
Experience
Licensed Agent
Sep 2007 — Present
Life Insurance, Investments, and Annuities
Education
Loyola Law School, Los Angeles
J.D.
2003 — 2006
University of Southern California
BS, Business Administration- Finance
2001 — 2003
Skills
- Insurance
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Life Insurance
- Estate Planning
- Buy-Sell Agreements
- Investments
- Wealth Management
- Succession Planning
- Investment Advisory
- Wealth Transfer Strategies
- Retirement Planning
- Strategic Planning
- Asset Protection
- Whole Life Insurance
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