6 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
- 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 is a retirement plan advisor based out of Riverside, CA.
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®
- CERTIFIED FINANCIAL PLANNER™