James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

James Valmonte is an institutional retirement plan advisor based in Westlake Village, CA.

James joined CAPTRUST in 2014 as vice president and 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®
  • CERTIFIED FINANCIAL PLANNER™

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Riverside)

Westlake Village, CA

Non-branch Location
Westlake Village, CA 91361

818.483.1104

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