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James Valmonte, AIF®, CFP®Vice President, Financial Advisor

  • 3663 Main Street
    Suite C
    Riverside, CA 92501
  • 951.374.5500
  • LinkedIn

James joined CAPTRUST in 2014 as vice president, financial advisor, responsible for providing retirement plan advisory services to corporate fiduciaries of qualified and nonqualified retirement plans. Prior to joining CAPTRUST, James served as managing director and partner at Beacon Point Wealth Advisors and has been in the industry since 1999.

EDUCATION

  • Bachelor of Arts degree in political science and administration studies from the University of California

INDUSTRY DESIGNATIONS

  • Accredited Investment Fiduciary (AIF®)
  • CERTIFIED FINANCIAL PLANNER

Personal Profile

Hometown:
Glen Rock, NJ
Favorite Book or Movie:
Greatest Generation and Shawshank Redemption
Ideal Dinner Guest:
Wife and children, grandparents, and Lola
Words to Live By:
Simply do your best, and you will avoid self-judgment, self-abuse and regret.
Qualities I Admire in People:
Compassion, perseverance, and sense of humor
Favorite Philanthropy:
Potter’s Field Ministries