Tom Valenti, AIF®

Tom valenti, aif®

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location of Tom Valenti, AIF®San Antonio, Texas, United States
Phone number of Tom Valenti, AIF®+91 xxxx xxxxx
Followers of Tom Valenti, AIF®914 followers
  • Timeline

    Jun 2012 - Aug 2012

    Public Relations Intern

    Houston Texans
    Oct 2012 - now

    Investment Advisor Representative

    Platinum Wealth Solutions of Texas, LLC
    Oct 2012 - Aug 2016

    Camp Coach

    Spurs Sports & Entertainment
  • About me

    Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC

  • Education

    • The university of texas at austin

      2010 - 2012
      Bachelor’s degree sport management and business
    • Michigan state university

      2008 - 2010
      Business administration and management, general
  • Experience

    • Houston texans

      Jun 2012 - Aug 2012
      Public relations intern
    • Platinum wealth solutions of texas, llc

      Oct 2012 - now
      Investment advisor representative

      As an Investment Advisor Representative, I work with my clients to help them reach their financial goals both now and in the future. I enjoy being involved in my local community to assist the people around me in whatever way I can. From life insurance and college savings to retirement strategies and estate conservation strategies, I am here for you at every stage of your life.Due to my specialization working with real estate agents and loan officers, I can assist these professionals in bringing additional value to the new homeowners they work with that separates them from their colleagues. Finding and purchasing the right home is just the beginning of a homeowner's financial journey and, by working together, we can be there for them during every major life milestone to come.I also specialize in working with physicians and other medical field professionals during each phase of their career as they build towards financial security and work towards the goals they envision for their future. It's vital to have someone in their corner who understands the unique challenges they face in their career and I hope to be that resource to as many of our community members as possible. Show less

    • Spurs sports & entertainment

      Oct 2012 - Aug 2016
      Camp coach
  • Licenses & Certifications

    • Life accident & health licensed, finra series 6, 63 and 65 securities registered