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.
- Bachelor of Science, Kinesiology
- The University of Texas - Austin, Texas
- 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
- Thomas and his wife, Mary, live in San Antonio. Thomas enjoys golfing and play & coaching basketball.