About Our Team

  Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Dynamic Wealth and Insurance Services has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.

Our Team

Nikesh Parikh CFP®, J.D., LUTCF, REBC®, RHU®, ChFC®

 

Nikesh is a Second Generation Financial Professional. A Dean's List graduate of the University of Southern California's Marshall School of Business with a Bachelor's in Business Administration with an emphasis in Finance in 2003, Nikesh received a full scholarship to Loyola Law School. As a Fritz Burns Scholar, Nikesh graduated Law School in 2006.

Nikesh received his LUTCF (Life Underwriter Training Council Fellow) in 2009. That same year, he was awarded the Orange Coast New York Life New Organization Agent of the Year (Pictured Below). In 2010, Nikesh was certified as a CFP® (Certified Financial Planner) by the CFP® Board of Standards. In 2011, Nikesh was awarded the RHU (Registered Health Underwriter) and REBC (Registered Employee Benefits Consultant). In 2012, Nikesh became a ChFC (Chartered Financial Consultant). Along the way, Nikesh won many awards and honors.

As an advocate for his clients and community, Nikesh writes articles to inform consumers and speaks publicly to enlighten consumers and others in his industry. With a strong passion for finance and education, the career of a Financial Advisor is well suited for Nikesh. He loves to help clients along their financial path.

Personally, Nikesh is an avid sports fan, reader, and enjoys many hobbies. He lives in Anaheim, California with his wife and child. Nikesh is eager to help you with any questions you may have.

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