James Roorda, CPA
Managing Partner

Jim is a founding partner of Independent Financial Advisors (IFA) and has extensive experience in working with privately-held companies on business succession planning and management of liquidation transactions.  Jim advises clients on pre-transaction strategies including the design of Employee Stock Ownership Plans (ESOP).  His experience and expertise allow him to form highly effective collaborations between clients, investment banks and other professional partners to optimize ownership transfer.

Jim holds a Bachelors degree in Social Sciences and MBA from the University of Southern California. He is a licensed Certified Public Accountant.

Teri Parker, CFP®
Portfolio Manager

Teri manages the financial planning process for Independent Financial Advisors.  She provides customized wealth management solutions for affluent executives and independent business owners.  Her expertise centers on risk management, investment management, and tax-efficient investing.  With Teri’s background in personal banking prior to joining IFA, she has in-depth experience in working with clients and designing the appropriate financial plans to help clients reach their personal and financial goals.

Teri is passionate about community causes and has a leadership position with the Junior League of Riverside and Riverside Library Foundation.  She is also a founding member of Riverside Art Museum-ARTery.

Teri holds a Bachelors degree in Business from California State University, San Bernardino and is a CERTIFIED FINANCIAL PLANNER™ professional.

James Valmonte, CFP®
Portfolio Manager

James provides consultations for retirement plan clients for the firm. His expertise includes investment manager selection, contract negotiations, ERISA compliance, and providing employee education and communication programs for plan clients.  James also supports the firm’s research process that includes investment due diligence, capital markets analysis and manager research.

Prior to joining IFA, James held positions with Morgan Stanley, Franklin Templeton and American Funds where he was involved in development of asset allocation and investment strategies.  His experience also included working with individuals and business owners and understanding their unique needs.

 James holds a Bachelors degree in Political Science and Administration Studies from University of California, Riverside.  He is an Accredited Investment Fiduciary certified by the Center of Fiduciary Studies at the University of Pittsburgh.  He is also a  CERTIFIED FINANCIAL PLANNER™ professional.