Nick Valenti

Nick Valenti

President/ CEO

Phone: (248) 663-4730
Fax: (248) 827-7378
E-mail:

Nick Valenti has been very successful and has won numerous industry awards. He has a unique perspective in the financial services arena with experience in insurance and in banking. He is now President of Michigan Financial Companies. His organization provides wealth protection, transfer and accumulation products and services, as well as financial and business succession planning for clients.

 

Nick is a 35-year veteran of the insurance and financial services industry. He has been a leader within the industry as past President of the Southeast Michigan General Agents and Manager Association, and past President of the Greater Detroit Association of Life Underwriters.

 

Education & Certifications

Michigan State University

Bachelor of Arts - Marketing

 

Professional Licenses & Designations

§  Chartered Financial Consultant (ChFC)

§  Chartered Life Underwriter (CLU)

§  CERTIFIED FINANCIAL PLANNER™

§  Series 7

§  Series 24 Registered Principal

§  Life and Health licenses

 

Awards & Achievements

§  GAMA: Master Agency Award 1996 & 2008 (Top 200 life agencies in US)

§  2005 Ernst & Young “Entrepreneur of the Year” finalist

§  Million Dollar Roundtable qualifying member

§  18 time recipient of National Management Award

§  Phoenix – 2001 President’s Award

§  Recipient of E.H. “Bill” Meyers, Jr. Memorial Award for outstanding service in the industry, 2000

§  Prudential President’s Trophy

§  1971 Big 10 Championship Team - Baseball

 

Leadership Positions

§  President, Financial and Estate Planning Council of Southeast Michigan, 2003

§  President, Detroit Chapter, Financial Services Professionals, 2003

§  President, Greater Detroit Association of Life Underwriters, 1993

§  President, Southeast Michigan General Agents and Managers Association, 1986

§  President, Greater Detroit General Agents and Managers Association, 1985