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Brandon James Location
Fresno, CA, US
Brandon James Work
2020 -now Founder and President @
2025 -now CERTIFIED FINANCIAL PLANNER® professional @
2013 -2025 CERTIFIED FINANCIAL PLANNER® professional @
2010 -2013 Financial Advisor, Vice President of Investments @
2008 -2010 Financial Advisor @
2007 -2008 Financial Advisor Associate @
2004 -2007 Financial Advisor Associate @
Brandon James Education
University of California, Los Angeles
Personal Financial Planner Certificate
2013-2014
California State University-Fresno
Bachelor of Science (Finance)
1998-2004
Brandon James Skills
Wealth Management
Series 7
Retirement Planning
Mutual Funds
Strategic Financial Planning
Investments
Estate Planning
Insurance
Financial Services
Wealth
Asset Allocation
Finance
Investment Advisory
Financial Advisory
Financial Planning
Series 63
Portfolio Management
Management
Investment Strategies
Microsoft Excel
Strategic Planning
Brandon James Summary
Brandon James, based in Fresno, CA, US, is currently a Founder and President at Resilient Wealth Management Inc.. Brandon James brings experience from previous roles at LPL Financial, Royal Alliance Associates, Chase Investment Services Corporation and Citi. Brandon James holds a 2013 - 2014 Personal Financial Planner Certificate @ University of California, Los Angeles. With a robust skill set that includes Wealth Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial Planning and more. Brandon James has 4 mobile phone numbers on RocketReach.
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