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.
Education
- Bachelor of Arts in Communication
- Albion College, Albion, Michigan
Serving the Community
- Boysville Inc. - Board of Directors Trustee and Past President
- First Presbyterian Church of San Antonio - Usher
- Rotary Club of San Antonio—Member
Personal Data
When not working or volunteering, Nicholas can be found outside, learning and exploring the great state of Texas. He enjoys good BBQ, loves horseback riding in the Hill Country and western swing music.
Professional Registrations
- CERTIFIED FINANCIAL PLANNER™(CFP®)
- Chartered Life Underwriter (CLU®)
- Group 1 Insurance License
- Series 6
- Series 7
- Series 63
- Series 65
- Million Dollar Round Table (MDRT)*
*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.
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