Dynamic Wealth and Insurance Solutions Inc.

Dynamic Wealth and Insurance Solutions Inc is a fee-based financial planning firm located in Irvine, California, dedicated to helping individuals and businesses achieve their financial goals.

We specialize in providing unbiased advice and comprehensive financial strategies, encompassing financial planning, investment management, and insurance planning.

What sets us apart is our commitment to personalized service and a holistic approach to wealth management, considering your unique circumstances and long-term objectives. We work with clients to develop tailored plans for college funding, retirement, extended care costs, and lifetime income strategies.

As a New York Life Company, we prioritize stability and trust, offering peace of mind alongside expert guidance. Our team, led by Nikesh Parikh, CFP®, is committed to building lasting relationships and helping you navigate the complexities of financial life. We are licensed in multiple states, including California and Arkansas.

We are not licensed in all jurisdictions. Neither DYNAMIC WEALTH AND INSURANCE SOLUTIONS INC. 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.