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® is the standard of excellence in financial planning, and requires rigorous education, training, ethical standards, and a commitment to serving clients' best interests. The CLU® designation is focused on providing the in-depth knowledge necessary to help clients address their 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 past 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 BQ, loves horseback riding in the Hill Country;
As an independent financial advisor, I focus on providing personalized service centered on you and your individual goals. There’s no pressure- just honest, attentive guidance. I strive to make the experience easygoing and informative. I want you to feel comfortable asking questions as we explore options together, and I’ll provide the information you need to make the best financial decisions, at a pace that works for you.
I take pride in delivering tailored financial planning that always puts your needs first. My goal is to make complex financial topics simple and easier to understand, so you can feel confident and in control of your financial future. I’ll listen carefully and work with you to build a clear, actionable plan aligned with what matters most to you.
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
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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