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Brandon Dixon-James,CFP®

Resilient Wealth Management 


P: 559 323 5555
F: 559 323 5353
E: bdjames@royalaa.com


590 W. Alluvial Ave. Suite 10
Fresno, CA 93711


Assistant:
Samantha Ayala
E: sayala@royalaa.com


 

Brandon’s interest in investing and financial matters began while a student in college. He has a B.A. in Business Finance from California State University Fresno. Brandon is both a Registered Representative and a Certified Financial Planner®. Brandon specializes in helping individuals, families, and business owners with Retirement Planning, Financial Planning, and Wealth Management. Brandon believes in working closely with his clients to structure a personal, tailored strategy to manage not only their assets but also their liabilities.


Through his years of experience, Brandon understands how important it is to create a financial strategy to help clients reach their financial goals through every step of their financial life cycle. Brandon has established a practice and relationships based on ethical advice to best serve his client's goals and needs. Brandon views his clients as family, as many have developed into close friendships over the years. He works one-on-one with each of his clients to help develop a robust wealth management strategy, focusing on in-depth financial solutions, and he prides himself on being able to effectively communicate the advantages and disadvantages of different strategies with clients while also considering and explaining any risks associated and fees involved.


Brandon’s credentials include:
 

• B.A., California State University, Fresno
• Series 7, 66 Licenses
• Life and Health Licenses
• Certified Financial Planner, CFP®
• Registered Representative
• President of the LPCC Chamber of Commerce


Brandon is also passionate about helping others throughout his personal and professional life. He believes his life experience and the journey can inspire those around him to choose to be winners in life, not just financially but in all facets. He is an active member of his community and his church and is the current President of the LPCC Chamber of Commerce since 2014.


On a personal note, Brandon is happily married to his wife Nicole and they have a handsome and very active son Jeremiah. Brandon enjoys spending time with his family and friends, watching and playing sports, and viewing every day as an opportunity to do something great!

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The financial advisors at NWF Advisory offer securities through Royal Alliance Associates, Inc. Member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Some advisors of NWF offer investment advisory services through Royal Alliance Associates, Inc., a registered investment adviser. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. Many of the advisors at NWF Advisory are also investment advisor representatives of NWF Advisory Services, Inc., a Registered Investment Adviser. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

 

Royal Alliance Associates does not offer tax or legal services. Listed entities are not affiliated with Royal Alliance Associates, Inc.

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