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

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

President & CEO

Nick Valenti has been very successful and has won numerous industry awards. He has a unique perspective in the financial services arena with experience in insurance and in banking. He worked for two years with Comerica Bank to develop and implement a life insurance and financial planning strategy. He is now President of Platinum Wealth Solutions of Texas, LLC. His organization provides consulting services to banks and accounting firms, as well as financial and business succession planning for clients.

Nick is a 40-year veteran of the insurance and financial services industry. He has been a leader within the industry as past President of the Southeast Michigan General Agents and Manager Association, and past President of the Greater Detroit Association of Life Underwriters.

Education & Certifications

  • BA, Marketing - Michigan State University, East Lansing, Michigan
  • Chartered Financial Consultant- ChFC 
  • Chartered Life Underwriter- CLU ®
  • Certified Financial Planner™ Certificant
  • FINRA – Series 7 and 24 registrations
  • Life, Health & Variable Insurance licenses
  • Accredited Investment Fiduciary (AIF®)

Awards & Achievements

  • 2017 Most Valuable Professional in Metro Detroit Corp! Magazine1
  • 2008-2018 Top Company for Detroit Free Press Top Work Places2
  • 2014-2017 Top Best & Brightest Company Nationally3
  • 2005 Ernst & Young “Entrepreneur of the Year” Finalist4
  • Million Dollar Roundtable Life & Qualifying Member5
  • GAMA: Master Firm Award, 10 time recipient (Top 200 Financial Services Firms in US)6
  • 19 time recipient of National Management Award6
  • 2012 & 2013 Nominated for induction into the GAMA Hall of Fame6
  • Recipient of E.H. “Bill” Meyers, Jr. Memorial Award for Outstanding Service in the Industry, 20007
  • 2012 Society for Financial Planners Huebner Award for Contributions to the Profession8
  • Phoenix - 2001 President’s Award9
  • Prudential President’s Trophy 19889
  • 1971 Big 10 Championship Team Baseball

Leadership Positions

  • President, Financial and Estate Planning Council of Southeast Michigan, 2003
  • President, Detroit Chapter, Financial Services Professionals, 2003
  • President, Greater Detroit Association of Life Underwriters, 1993
  • President, Southeast Michigan General Agents and Managers Association, 1986
  • President, Greater Detroit General Agents and Managers Association, 1985