Thomas A. Valenti, AIF®

Thomas A. Valenti, AIF®

Investment Advisor Representative

Thomas A. Valenti is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC, a financial services firm focusing on estate strategies, wealth accumulation, business strategies and executive benefits for both publicly and privately-held companies.

As a financial professional he is uniquely qualified to address the diverse needs of high net-worth individuals. Thomas provides recommendations for asset allocation, funding for education, life insurance, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to help realize their financial goals.

Education

  • Bachelor of Science, Kinesiology
  • The University of Texas - Austin, Texas

Professional Registrations

  • Group 1 Insurance License
  • Series 6
  • Series 63
  • Series 65
  • Accredited Investment Fiduciary (AIF®)

Memberships & Affiliations

  • Member - Texas Exes, University of Texas Alumni Association
  • Former Member - San Antonio Spurs Summer Camp
  • Member - 100 Club, San Antonio
  • Member - NAIFA, San Antonio
  • Qualifying Member - 2015, 2016 & 2017 MDRT, The Premier Association of Financial Professionals

Personal Data

  • Thomas and his wife, Mary, live in San Antonio. Thomas enjoys golfing and play & coaching basketball.

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