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.