Nicholas C. Valenti, CFP®, CLU®
investment advisor representative
210-998-5038
210-998-5001
ncvalenti@pws-texas.com
Nicholas Valenti, an Investment Advisor Representative since 2009, has been working with professional individuals and family-owned businesses to provide clarity and a pathway to their most important financial goals. As a consultant and advocate for his clients, Nicholas believes in a collaborative comprehensive planning process that works to provide customized strategies to help them protect and grow their assets, and ultimately, leave the legacy they desire for their loved ones.
Nicholas has earned the Certified Financial Planner (CFP®) designation, the standard of excellence in financial planning, which requires rigorous education, training, ethical standards, and a commitment to serving clients’ best interests. He has also earned the Chartered Life Underwriter (CLU®) designation, focused on the in-depth knowledge needed to address clients’ business and estate planning needs.
Nicholas believes in giving back to the community and has been involved in several nonprofits and associations. As a member at First Presbyterian Church of San Antonio, he finds serving as a Covenant Partner, usher and Deacon rewarding and uplifting.
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.
Education
- Bachelor of Arts in Communication
- Albion College, Albion, Michigan
Serving the Community
- First Presbyterian Church of San Antonio - Usher, Deacon
- Rotary Club of San Antonio—Member
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.