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Brandon James Location
Fresno, CA, US
Brandon James Work
Founder and President @ (January 2020 - Present)
CERTIFIED FINANCIAL PLANNER® professional @ (May 2025 - Present)
CERTIFIED FINANCIAL PLANNER® professional @ (January 2013 - May 2025)
Financial Advisor, Vice President of Investments @ (January 2010 - January 2013)
Financial Advisor @ (August 2008 - January 2010)
Financial Advisor Associate @ (January 2007 - August 2008)
Financial Advisor Associate @ (May 2004 - January 2007)
Brandon James Education
UCLA
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 @ UCLA. 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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