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@johnhancock.com
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1 phone found area 248
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LinkedIn matched
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Elizabeth A. Valenti, Cltc, Aif® is listed as Sr. Vice President at Platinum Wealth Solutions of Texas, LLC at Platinum Wealth Solutions of Texas, LLC, a with 8 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at johnhancock.com, phone signal with area code 248, and a matched LinkedIn profile for Elizabeth A. Valenti, Cltc, Aif®.
Elizabeth A. Valenti, Cltc, Aif® previously worked as Sr. Vice President at Platinum Wealth Solutions Of Texas, Llc and Director of Marketing at Michigan Financial Companies. Elizabeth A. Valenti, Cltc, Aif® holds Bachelor Of Science, Merchandising Management from Michigan State University.
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AeroLeads found 1 current-domain work email signal for Elizabeth A. Valenti, Cltc, Aif®. Compare company email patterns before reaching out.
Originally from Metro Detroit, Michigan, I was blessed to grow up in an entrepreneurial family who instilled the core values I have today of integrity, hard work, faith and love of country. After several years gaining a strong foundation in the financial services field working at Michigan Financial Companies, I moved to San Antonio to open Platinum Wealth Solutions of Texas, LLC, a detached location of our Michigan based firm.Building Platinum Wealth Solutions of Texas, LLC from the ground up since 2010, we have grown to a team of 30 advisors and staff. We are a multigenerational, family-owned, independent wealth management firm of fiduciaries, who listen to our clients, do what we say we will do, who are committed, organized & sincere.Whether you are an experienced financial advisor exploring other affiliation opportunities, a prospective client seeking a firm specializing in comprehensive financial planning or a career changer researching the financial services profession, I would love to have a conversation with you. I can be reached at 210-998-5036 or evalenti@pws-texas.com. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Listed skills include Leadership, Financial Planning, Team Building, Investment Advisory, and 11 others.
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San Antonio, Texas
As the Senior Vice President of Platinum Wealth Solutions of Texas, I am committed to the growth of our firm through the development of our independent advisors and strong client relationships. Our goal is to help as many members of our community achieve their financial aspirations through comprehensive planning and sound guidance.
Other employees you can reach at platinumwealthsolutionsoftexas.com. View company contacts for 8 employees →
Scott Schiller, Cfp®, Cfs®
Colleague at Platinum Wealth Solutions Of Texas, LlcAustin, Texas, United States
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JV
John Valkenaar Iii
Colleague at Platinum Wealth Solutions Of Texas, LlcSan Antonio, Texas, United States
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LV
Leo Viteri
Colleague at Platinum Wealth Solutions Of Texas, LlcSan Antonio, Texas Metropolitan Area, United States
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Fohn Bendele
Colleague at Platinum Wealth Solutions Of Texas, LlcHondo, Texas, United States
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CC
Carlos Camarillo, Chsnc
Colleague at Platinum Wealth Solutions Of Texas, LlcSan Antonio, Texas, United States
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CH
Cindy Hilsberg
Colleague at Platinum Wealth Solutions Of Texas, LlcSan Antonio, Texas, United States
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RB
Ron Botello
Colleague at Platinum Wealth Solutions Of Texas, LlcSan Antonio, Texas, United States
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Nicholas Valenti, Cfp®, Clu®
Colleague at Platinum Wealth Solutions Of Texas, LlcSan Antonio, Texas, United States
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CM
Clayton Miller
Colleague at Platinum Wealth Solutions Of Texas, LlcSan Antonio, Texas Metropolitan Area, United States
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Connie Stewart Dmcp, Cta
Colleague at Platinum Wealth Solutions Of Texas, LlcSan Antonio, Texas Metropolitan Area, United States
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Quick answers generated from the profile data available on this page.
Elizabeth A. Valenti, Cltc, Aif® works for Platinum Wealth Solutions of Texas, LLC.
Elizabeth A. Valenti, Cltc, Aif® is listed as Sr. Vice President at Platinum Wealth Solutions of Texas, LLC at Platinum Wealth Solutions of Texas, LLC.
AeroLeads has found 1 work email signal at @johnhancock.com for Elizabeth A. Valenti, Cltc, Aif® at Platinum Wealth Solutions of Texas, LLC.
AeroLeads has found 1 phone signal(s) with area code 248 for Elizabeth A. Valenti, Cltc, Aif® at Platinum Wealth Solutions of Texas, LLC.
Elizabeth A. Valenti, Cltc, Aif® is based in San Antonio, Texas, United States while working with Platinum Wealth Solutions of Texas, LLC.
Elizabeth A. Valenti, Cltc, Aif® has worked for Platinum Wealth Solutions Of Texas, Llc and Michigan Financial Companies.
Elizabeth A. Valenti, Cltc, Aif®'s colleagues at Platinum Wealth Solutions of Texas, LLC include Scott Schiller, Cfp®, Cfs®, John Valkenaar Iii, Leo Viteri, Fohn Bendele, and Carlos Camarillo, Chsnc.
You can use AeroLeads to view verified contact signals for Elizabeth A. Valenti, Cltc, Aif® at Platinum Wealth Solutions of Texas, LLC, including work email, phone, and LinkedIn data when available.
Elizabeth A. Valenti, Cltc, Aif® holds Bachelor Of Science, Merchandising Management from Michigan State University.
Elizabeth A. Valenti, Cltc, Aif® is listed with skills including Leadership, Financial Planning, Team Building, Investment Advisory, Securities, Marketing, Insurance, and Investment Strategies.
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