Elizabeth A. Valenti, CLTC, AIF®

Elizabeth A. Valenti, CLTC, AIF®

Sr. Vice President

Elizabeth Valenti, Sr. Vice President of Platinum Wealth Solutions of Texas, LLC, has been in the financial services profession for 13 years helping clients and financial advisors achieve their full potential. Elizabeth is co-owner of the firm and is responsible for leading, managing and attracting new talent to the San Antonio office of advisors and staff.

Platinum Wealth Solutions of Texas is a multigenerational, family owned wealth management firm comprised of a team of professionals who are all fiduciaries and utilize a comprehensive financial planning approach.

Advisors and clients alike choose to work with Elizabeth and her firm because of their integrity and commitment to building strong and lasting relationships.

Education

  • Bachelor of Science
    • Merchandising Management, 2005
  • Michigan State University
    • East Lansing, Michigan

Professional Designations

  • Life, Accident & Health licensed
  • Series 7, 66, & 24 Registered Principal
  • Accredited Investment Fiduciary (AIF® )
  • Certification in Long Term Care (CLTC)

Professional Achievements

  • GAMA International Management Award Recipient Gold, 2016, 2018, 2019
  • Top 20 Signator Team Leader, 2013, 2014, 2015, 2016, 2017, 2018
  • GAMA International Frontline Leader Award Recipient Gold, 2014
  • Graduate of the NAIFA LILI (Leadership in Life Institute), 2013
  • MDRT Qualifier, 2010 and 2014*

Firm Awards

  • #14 Largest Financial Planning Firms in San Antonio**
    • (Ranked by Assets Under Management)
  • #21 Best Places to Work in San Antonio***
    • (Small Employers 10-49 Employees)
  • #5 Largest Financial Planning Firms in San Antonio**
    • (Ranked by Number of Financial Planning Professionals)

Memberships & Affiliations

  • Current Member and Past President, NAIFA-San Antonio, 2014-2015
  • Current Member and Past Board Member, Financial Planning Association
  • Member, GAMA International
  • Member, Financial Services Institute
  • NAIFA National Young Advisor Team (YAT) Committee Member

*The 2019 National Management Award is given by GAMA International Canada. Winners are members of GAMA. This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients. 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. Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
**The 2019 Largest San Antonio Financial Planning Firms list is compiled by the San Antonio Business Journal in San Antonio, Texas. Ranking is based on information provided by the financial professional. This includes total number of local staff, types of investments, and assets under management locally among other factors. 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.
***The 2019 Best Places to Work in San Antonio is issued by the San Antonio Business Journal. Nominees may have applied for the award and winners are chosen through an online survey that measures employee engagement. 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.