Aaron Overlien, CRPC® CLTC AAMS®

Critic
DISC Type : C

Licensed Agent at New York Life Insurance Company

Orange County, California, United States

Overview

Aaron Overlien is a Financial Adviser with Eagle Strategies and a Licensed Agent for New York Life, where he has worked since graduating from BIOLA University in 2008. He specializes in serving entrepreneurs, professionals, and retirees and holds CRPC®, AAMS®, and CLTC® designations.

Based in Orange County, Aaron operates his practice with his wife, Lindsey. They have two elementary-age children, and he is very involved in their activities. He enjoys coaching his sons youth football and basketball teams.

Aaron was recognized on the Forbes 2025 list of Top Financial Security Professionals Best-In-State for Southern California.

Personality Overview

Information Seeker

ROI Driven

Precise

They prefer to do logical analysis and value evidence over emotions.  They enjoy working alone and do not rely on others very often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Retirement Strategy
He frequently posts about the importance of having a comprehensive retirement strategy that includes purpose and social connection, not just financial security.
Youth Sports Coaching
Aaron is actively involved in his sons' lives and enjoys coaching their youth football and basketball teams.
Wealth Preservation
A core part of his practice involves creating strategies to help clients protect their assets and preserve their wealth for future generations.

Media Appearances

Aaron has no verified media appearances

Work History

7-2008
Licensed Agent at New York Life Insurance Company

Education

Education details unavailable from BIOLA University
Chartered Retirement Planning Counselor (SM) from College For Financial Planning

More Information

Social Presence :

Prographics :

Exp : 17 Location : Orange County, California, United States Job Level : N/A Designation : Licensed Agent at New York Life Insurance Company
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Insights For Selling To Aaron

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aaron is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Aaron

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Aaron move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Aaron take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Aaron

Personality Compatibility


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