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.
Nikesh Parikh CFP®, J.D., LUTCF®, RHU®, REBC®, ChFC®
Nikesh Parikh CFP®, J.D., LUTCF®, RHU®, REBC®, ChFC® is a Second Generation Financial Professional helping clients with a myriad of goals. 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 won the Orange Coast General Office of New York Life New Organization Agent of the Year (Pictured Below). In 2010, Nikesh became a CFP® (Certified Financial Planner) by the CFP® Board of Standards. In 2011, Nikesh earned 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 including becoming a life member of MDRT including Court of the Table. In 2021, he was humbled to be named a Top Security Professional in California by Forbes.
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 Orange, California with his wife and child.
Abhijeet (AJ) Ghosh, Operations Manager
Born and raised in India, Abhijeet graduated from the London Metropolitan University with his post graduate in business administration before getting his MFA from Academy of Arts University in San Francisco. He has previously worked in the entertainment business with some of the most recognized companies before moving into finance. Since 2016, he has been exclusively working with Fortune 100 firms such as Northwestern Mutual and New York Life as an associate. Abhijeet, enjoys watching films and spending time in the great outdoors. He lives with his family in Southern California.
Pernica Joshi, Office Manager
Pernica Joshi has earned a degree in Paralegal Studies and has experience working for the State of California and as a coordinator for Congressman Garamendi in District 3. Recently, Pernica transitioned into a career in finance, bringing her diverse background into her new role with DWIS. Pernica is a Northern California native, is married with two children and loves visiting Disneyland and spending time with her family.