Fresno Office

590 West Alluvial Avenue

Suite 108
Fresno, CA 93711

Meet Our Team

Brandon Dixon-James, CFP®

Financial Planner



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 the 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.  

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Abigail Rodriguez

Client & Operational Administrator


As a Client and Operational Administrator, Abigail assists Brandon in building stronger relationships with clients, offers administrative support and devotes her time in providing the best performance to the company. Building connections and helping those in different communities is something Abigail is very passionate about. 

Abigail is originally from Los Angeles and has now relocated to the San Joaquin Valley. She received her degree in Management and Business Economics from the University of California Merced and built many great relationships that have made her grow fond of the Central Valley. Abigail enjoys cooking, baking, and getting creative on her free time, while always being available for family and friends. Even with life’s challenges, Abigail is always staying positive and keeping a smile on her face.