Daxesh Maniar in

Daxesh Maniar

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Financial Services Professional or Registered Representative at Eagle Strategies LLC
📍 Los Angeles Metropolitan Area, United States

Daxesh Maniar is a seasoned Financial Adviser with Eagle Strategies LLC and New York Life, based in Placentia, California. With over two decades of experience, he specializes in comprehensive financial solutions like retirement planning and wealth management. He holds multiple advanced designations, including CFP® and Chartered Financial Consultant.

He is passionate about helping people protect their families and secure their financial future. His focus extends to planning for significant life events, such as caring for aging loved ones and ensuring long-term financial well-being for the next generation.

Interesting fact: Daxesh was recognized by Forbes on the 2025 "Top Financial Security Professionals Best-In-State" list for Southern California.

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Experience
21 Years
Current Role
Financial Services Professional or Registered Representative
Job Level
Junior
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Daxesh shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Daxesh cares about

Retirement Strategies
He specializes in retirement solutions, including lifetime income strategies, IRAs, and 401Ks, to help clients secure their financial future.
Small Business Protection
He actively discusses providing financial protection for small businesses and their employees, highlighting their importance as the backbone of communities.
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Career

Work history

4-2011
Financial Services Professional or Registered Representative
Eagle Strategies LLC
8-2004
Financial Services Professional or Registered Representative
NYLIFE Securities LLC
3-2004
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
2011 - 2014
Chartered financial consultant
The American College of Financial Services
2011 - 2011
CFP Board
Certified Planner Board
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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