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Nick J. Valenti headshot

Nick J. Valenti, CLU®, ChFC, CFP®, AIF®

President & CEO


My Onboarding Resources   Free Portfolio Risk Analysis

Nick Valenti, President and CEO of Michigan Financial Companies and Platinum Wealth Solutions, has been recognized for his proven leadership and numerous industry achievements. His organization spans over 30 locations in 8 states.

Nick believes in a holistic and collaborative approach to helping clients. He and his firm provide comprehensive financial planning, retirement and estate planning, and business succession planning.

Education & Certifications

  • CFP® - Certified Financial Planner
  • AIF® - Accredited Investment Fiduciary
  • ChFC® - Chartered Financial Consultant
  • CLU® - Chartered Life Underwriter
  • FINRA – Series 7 and 24 Registration
  • Life, Health & Variable insurance licenses
  • Michigan State University – BA – Marketing

Awards & Achievements

  • 2005 Ernst & Young “Entrepreneur of the Year” Finalist1
  • Recipient of E.H. “Bill” Meyers, Jr. Memorial Award for Outstanding Service in the Industry2
  • Society for Financial Planners Huebner Award for Contributions to the Profession3
  • Member - Big 10 Championship Team - Baseball

Leadership Positions

  • President, Financial and Estate Planning Council of Southeast Michigan
  • Past President, Detroit Chapter, Financial Services Professionals
  • Past President, Detroit Chapter, Financial Services Professionals
  • Past President, Southeast Michigan General Agents and Managers Association

“My mission in life is to make an
unforgettable difference in the
lives I touch.” -Nick Valenti 


Nick was honored in April by Corp! Magazine as one of Metro Detroit's Most Valuable Professionals for 2017.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

**1The Ernst and Young Entrepreneur of the Year award, has recognizes the endeavors of exceptional men and women who create the products and services that keep our worldwide economy moving forward. 2The Bill Meyers Award is granted  by a local chapter of NAIFA award and is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health &  Employee Benefits, multiline sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations. 3The Huebner Award is granted by the Society of Financial Services Professional (FSP) who define its mission to: to empower members to deliver the highest level of ethical service to their clients, by promoting mutually beneficial multidisciplinary relationships and by providing high-level, top-quality educational opportunities in conjunction with industry experts and thought-leaders.

Check the background of this firm/advisor on FINRA’s BrokerCheck.