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Riverside, CA

Riverside_Blue

3600 Lime St Bldg 2
Riverside, CA 92501

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Phone: 951.374.5500

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Wealth Management
Institutional Retirement

Introduction

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.

Our Team

CAPTRUST’s Riverside-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.

Advisor

Teri Parker, CFP®

Vice President,
Financial Advisor

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Advisor

James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

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News & Resources

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Contact Us

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Riverside, CA

3600 Lime St
Bldg 2
Riverside, CA 92501
Phone 951.374.5500
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