Daxesh Maniar

Critic
DISC Type : C

Financial Services Professional or Registered Representative at Eagle Strategies LLC

Los Angeles Metropolitan Area, United States

Overview

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.

Personality Overview

Objective Thinker

Information Seeker

ROI Driven

They choose to analyze logically and value facts to emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Topics They Care 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.
Generational Wealth
He focuses on helping clients with planning to ensure their assets and wealth are efficiently transferred to the next generation.

Media Appearances

Daxesh has no verified media appearances

Work History

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

Education

2011 - 2014
Chartered financial consultant from The American College of Financial Services
2011 - 2011
CFP Board from Certified Planner Board

More Information

Social Presence :

Prographics :

Exp : 21 Location : Los Angeles Metropolitan Area, United States Job Level : Junior Designation : Financial Services Professional or Registered Representative at Eagle Strategies LLC
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Insights For Selling To Daxesh

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daxesh is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Daxesh

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Daxesh move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Daxesh take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Daxesh

Personality Compatibility


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