James Valmonte, CFP®, AIF®

Evaluator
DISC Type : DCS

Vice President | Financial Advisor at CAPTRUST

Pasadena, California, United States

Overview

James Valmonte is a Vice President and Financial Advisor at CAPTRUST, where he provides fiduciary investment advisory services to corporations and non-profit organizations. An Accredited Investment Fiduciary® from the University of Pittsburgh, he has a background as a Portfolio Manager and has worked with prominent firms like Franklin Templeton and American Funds.


James is part of an organization renowned for its 98% client retention rate, reflecting a strong focus on service and fiduciary responsibility.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Fiduciary Advising
He specializes in providing fiduciary investment advisory services to corporate institutions and nonprofit organizations across the United States.
Retirement Plan Oversight
Engages with topics around how plan sponsors select and benchmark retirement plan advisors, a key focus of his firm's research.
Investment Management
His career includes roles as a Portfolio Manager and Advisory Specialist, indicating deep expertise in investment strategies and management.

Media Appearances

James Valmonte | Retirement Plan Advisor Pasadena CA - CAPTRUST. Featured in CAPTRUST (official website)

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James Valmonte | Financial Advisor - CAPTRUST | CA. Featured in Smart Advisor Match (advisor directory)

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Advisor Requests for Proposals (RFPs) in a Post‑Pandemic World – Best Practices and Fundamentals (Webinar Recording). Featured in CAPTRUST

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Work History

6-2014
Vice President | Financial Advisor at CAPTRUST
10-2006 - 6-2014
Portfolio Manager, Partner at Independent Financial Advisors (merged with Beacon Pointe)
10-2006 - 6-2014
Managing Director, Partner at Beacon Pointe
10-2002 - 9-2006
Advisory Specialist at American Funds
1-2002 - 10-2002
Internal Associate at Franklin Templeton Investments

Education

2008 - 2009
Accredited Investment Fiduciary® from University of Pittsburgh Joseph M. Katz Graduate School of Business
1994 - 1998
Bachelors from University of California, Riverside

More Information

Social Presence :

Prographics :

Exp : 26 Location : Pasadena, California, United States Job Level : Senior Designation : Vice President | Financial Advisor at CAPTRUST
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from James

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will James move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can James take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And James

Personality Compatibility


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