1 year ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
- With CAPTRUST Since 2014
- 951.374.5500
-
3600 Lime St Bldg 2
Riverside, CA 92501
James Valmonte, AIF®, CFP®
Vice President,
Financial Advisor
- Glen Rock, NJ
- Greatest Generation | Shawshank Redemption
- Wife and children, grandparents, and Lola
- Simply do your best, and you will avoid self-judgment, self-abuse and regret.
- Compassion, perseverance, and sense of humor
Financial Advisors
James Valmonte is an institutional retirement plan advisor based in Riverside, 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™
News & Resources
Resources
Retirement Plans
1 year ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
Resources
2 years ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Resources
2 years ago
America Has Voted
It’s early the morning of November 4, the day after...
