James Valmonte Email & Phone Number

James Valmonte, based in Riverside, CA, US, is currently a Vice President | Financial Advisor at CAPTRUST, bringing experience from previous roles at Independent Financial Advisors (merged with Beacon Pointe), Beacon Pointe, American Funds and Franklin Templeton Investments. James Valmonte holds a 2008 - 2009 Accredited Investment Fiduciary® @ University of Pittsburgh Katz Graduate School of Business, Center of Fiduciary Studies. With a robust skill set that includes 401k, Pensions, Non-Qualified Deferred Compensation, Asset Allocation, Portfolio Management and more, James Valmonte contributes valuable insights to the industry. James Valmonte has 3 emails and 1 mobile phone number on RocketReach.