Our Values

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
  •  CRPS®, Chartered Retirement Plans Specialist certification
  •  CPFA, Certified Plan Fiduciary Advisor certification

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

Request a call back

Please call or email to set up free initial consultation.