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.

Boldness

Bring your best at all times

BE SELF-AWARE: Own your flaws and strengths.
BE FOCUSED: Keep your objectives and priorities clear
BE RESILENT: Make failure an acceptable part of your process
BE BUILDER: Be Confident and execute
BE DRIVEN: Be ambitious and goal oriented

Serve

Servant Leadership

BE EMPOWERING: Inspire and help others to grow, succeed and lead.
BE VISIONARY: Raise expectations for yourself and the team.
BE INTERCONNECTED: Recognize the vital link between individual effort and group achievement.
BE GENEROUS: Freely contribute hard work and support to reach the team’s goals.
BE ENERGETIC: Initiate action – do what needs to be done.

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 millions in clients’ 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

Nixon works with entrepreneurs, corporate executives, and family offices globally, advising them on all aspects of Personal and Business financial planning. Nixon is a voracious reader, avid golfer, world traveler, and wine sommelier. He is actively involved in several non-profit organizations focusing on entrepreneurship, leadership, education, and individual empowerment initiatives.