Nicholas C. Valenti, CFP^®, CLU^®

investment advisor representative

210-998-5038
210-998-5001
ncvalenti@pws-texas.com
 

Nicholas Valenti is an Investment Advisor Representative with Platinum Wealth Solutions of Texas, LLC.  Since 2009 Nicholas has been working with professional individuals and family owned businesses to provide them with clarity and a pathway to pursuing their most important financial goals. As a consultant and advocate for his clients, he believes in a collaborative and comprehensive planning process that works to provide customized strategies to help his clients protect and grow their assets and ultimately leave the legacy they desire for their loved ones.

Nicholas has earned the Certified Financial Planner, CFP^®, and Chartered Life Underwriter, CLU^®, designations. CFP^® certification is the standard of excellence in financial planning, and CFP^® professionals meet rigorous education, training and ethical standards, and be committed to serving their clients' best interests.  The CLU^® designation is focused on the planning strategies and structure of protection products, providing the in-depth knowledge necessary to help clients address their business and estate planning needs.

Nicholas believes in giving back and is active member in the community.  Through the years he has been involved in several nonprofits and associations.  Most recently he served as the Board of Directors President for Boysville, Inc. and is now serving as a Trustee on the Board.  Nicholas also finds serving and being involved in his church has been a rewarding and uplifting experience.  He is a member, Covenant Partner, at First Presbyterian Church of San Antonio where he volunteers as an Usher . He recently completed a three-year term as a Deacon, serving the congregation.