Our Values

Integrity

Do what is right

BE COMMITTED: Set high standards for your behavior and stick to them even in difficult situations.
BE COURAGEOUS: Stand up for what you believe is just and good.
BE HONEST: Choose words and actions that are sincere
BE DISCIPLINED: Remain dedicated and self-controlled, even when challenged.
BE RESILIENT: Learn from mistakes and losses; seize the opportunity to improve.

Respect

Treat others well

BE ACCEPTING: Support everyone’s worth and dignity, regardless of background, abilities or beliefs.
BE CONSIDERATE: Always be aware of and honor others’ rights and feelings.
BE ATTENTIVE: Be ready to learn from others
BE ENCOURAGING: Demonstrate concern for the growth and development of all others.
BE APPRECIATIVE: Value the guidance of others

Responsibility

Embrace opportunities

BE HELPFUL: Understand and advance the group’s positive goals.
BE CONSCIENTIOUS: Be aware and careful of the choices you make.
BE ACCOUNTABLE: Accept that your actions impact others
BE PERSEVERING: Work through difficulty and discouragement in pursuit of individual and team objectives.
BE RELIABLE: Prove that others can depend on you.

Meet our team

Nixon James, CFP® is the Founder and President of Shepherd Advisor LLC, an independent Financial advisory firm based in California. Nixon brings more than a decade of experience in Financial Planning & Investment management, having managed over hundreds of million in client’s assets.

Education and Credentials:

Master’s degree in Mathematics from Loyola College
Post Graduate Diploma in Business Management from AIIMS
CFP®, CERTIFIED FINANCIAL PLANNER™ certification
CRPS®, Chartered Retirement Plans Specialist certification
CPFA, Certified Plan Fiduciary Advisor certification
Life & Health Insurance Licenses with the State of California

Nixon attends and serves at Calvary Chapel Church in Chino Hills, CA and enjoys spending time with his family. He is actively involved in several non-profit organization and served as Board of Director at Inland Empire United Way and The Indus Entrepreneurs.