Nick J. Valenti, CLU®, ChFC, CFP®, AIF®
President & CEO
Nick Valenti is a 40-year veteran of the insurance and financial services industry and has built his firm around providing independent advisors the support systems they need most. These support systems free up his advisors’ time so they can spend more of their time doing what they do best – helping their clients. Nick’s organization has grown to over 30 offices across seven states. Throughout the years, his firm has won numerous awards, including National Best & Brightest Companies to Work For since 2012.
Nick is a graduate of Michigan State University and holds several designations including: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU®), CERTIFIED FINANCIAL PLANNER (CFP®), and Accredited Investment Fiduciary (AIF®). Throughout his career, Nick has served in several leadership positions across various industry-related organizations. His goal is to help as many financial professionals as possible in building the practices they envision.