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590 West Alluvial Avenue
Registered Principal and Investment Advisory Representative
Peter is a Registered Principal and Investment Advisory Representative with 30 years of experience in financial services. He specializes in providing practical plan design and fiduciary guidance to help businesses and non-profit organizations manage their retirement plans. He believes in building strong and trusted relationships with his clients to better understand, design, and reach their goals. He acts as a personal advocate to help identify issues that may arise such as fee transparency, fiduciary gaps, conflicts of interest, and plan design inefficiencies. Peter was awarded the Accredited Investment Fiduciary designation, the Certified Plan Fiduciary Advisor designation, and is a Founding Lecturer and C(k)P designee for The Retirement Advisor University at UCLA Anderson School of Management Executive Education. In addition, Peter has spoken at the Native American Finance, 401k Exchange, and Regional Retirement Plan Conferences in various states, as well as alongside the Supervisory Investigators with the US Department of Labor.
Peter is a graduate of Claremont Graduate University (Executive Master of Business Administration), University of Southern California (Master of Science in Applied Psychology), as well as University of California at Los Angeles (Bachelor of Arts in Economics). He’s an active member of his community and alma maters and enjoys working with various charitable organizations. Peter resides in Orange County with his wife and three daughters.
Brandon Dixon-James has been in the financial services industry since 2004. As a professional CERTIFIED FINANCIAL PLANNER (CFP™), Brandon helps clients identify, define, pursue and achieve their financial goals. Offering a boutique level of service that allows him to work closely with each client, Brandon uses his expertise to develop a customized, individual strategy catering to their unique financial needs.
Brandon is passionate about giving back and helping others find financial resiliency within themselves. He believes his life experience and journey can inspire those around him to seize the valuable moments of life, not just financially but in all facets. He has also been a presenter and volunteer for the CFP™ Board’s “Financial Planning Days,” joining the effort to increase financial awareness in our communities.
Brandon is a graduate of California State University Fresno with a degree in Business Administration and an emphasis in Finance, Brandon is a native of the San Joaquin Valley and has 2 children with his wife, Nicole. Together, they live an active, healthy lifestyle, with deep involvement in their children’s activities, church, and embracing each moment of life’s journey.