Nikesh Parikh, CFP<sup>&reg;</sup> - Financial Advisor

Nikesh Parikh, CFP®

J.D., LUTCF

New York Life

2020 MAIN ST, Ste 1000
Irvine, CA 92614-8224
(714) 366-1814

General

Nikesh Parikh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at New York Life in Irvine, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Admitted to Bar
  • Other - LUTCF, RHU, REBC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Bankruptcy, Business Taxes, Disaster Recovery, Corporate Finance, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Minority Financing, Startup, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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