Aaron Overlien, CRPC® CLTC AAMS® in

Aaron Overlien, CRPC® CLTC AAMS®

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Licensed Agent at New York Life Insurance Company
📍 Orange County, California, United States

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.

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Experience
17 Years
Current Role
Licensed Agent
Location
Orange County, California, United States
Personality Overview

How Aaron shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Aaron cares 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.
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Career

Work history

7-2008
Licensed Agent
New York Life Insurance Company
In the press

Media appearances

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Education
Education details unavailable
BIOLA University
Chartered Retirement Planning Counselor (SM)
College For Financial Planning
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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