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James Valmonte, AIF®, CFP®

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™
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