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Riverside, CA

Address

3600 Lime St Bldg 2
Riverside, CA 92501

Directions

Contact

Phone: 951.374.5500

Hours

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

Specialties

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.

Teri Parker, CFP®

Vice President,
Financial Advisor

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James Valmonte, AIF®, CFP®

Vice President,
Financial Advisor

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News & Resources

Resources

1 month ago

Investors in Limbo as Fed and Markets Clash

Investors entered the opening quarter of 2023 on the edge...

Announcements

3 months ago

Five College Students Awarded CAPTRUST Scholarship

CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...

Announcements

3 months ago

CAPTRUST Unveils Findings from Fifth Annual Endowment & Foundation Survey

Firm Launches Nonprofit-focused Podcast: Mission +...

Announcements

4 months ago

The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022

The CCF Also Announces 2023...

View All News and Resources

Contact Us

How can we help?

Riverside, CA

3600 Lime St

Bldg 2

Riverside, CA 92501

Phone 951.374.5500

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