James Valmonte, CFP®, AIF® in

James Valmonte, CFP®, AIF®

Evaluator · DISC type DCS
Vice President | Financial Advisor at CAPTRUST
📍 Pasadena, California, United States

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.

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Experience
26 Years
Current Role
Vice President | Financial Advisor
Job Level
Senior
Location
Pasadena, California, United States
Personality Overview

How James shows up

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

Priorities

Topics James cares 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.
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Career

Work history

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

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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Education
2008 - 2009
Accredited Investment Fiduciary®
University of Pittsburgh Joseph M. Katz Graduate School of Business
1994 - 1998
Bachelors
University of California, Riverside
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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