Walnut Creek, CA

My financial advisor has been Kristen Taylor since I began my adventure with Fidelity back in 2019. She’s answered, cheerfully, every question I’ve had during this journey and given me helpful advice which I’ve mostly taken. I quit enjoy interacting with her. Hi Kristen!

My portfolio has performed well, but it is not only that. Byron has proven very knowledgeable, thorough, and proactive. Even though I am sure my portfolio is relatively small, there is no sense of lack of attention, or being rushed through meetings. I don't always follow it, but his advice seems excellent. I am a very happy customer so far.

Mission Wealth has provided me with a solid financial investment plan that aligns with my goals and objectives. Their financial plan is what stood out compared to other investment firms. My wealth advisor, Byron Valles and his team have provided tax strategy planning, estate planning and portfolio rebalancing to progressively align with that plan and my goals. Byron has also been a great resource to review and discuss real estate investment options I was considering. I know my portfolio would not be as diversified as it is now had I chose to go at it on my own. I have peace of mind knowing that Byron Valles and the Mission Wealth team are looking out for my best financial interest. Chosing Mission Wealth and working with Byron Valles has truly been a value added financial decision and I highly recommend them

I have been working with Byron Valles for several years now, and I cannot recommend him highly enough! From our very first meeting, it was clear that he truly listens to my wife and I, taking the time to understand our financial goals and unique needs of our family. What sets him apart is his personalized approach; he doesn't just offer generic advice but tailors his guidance to our specific objectives and risk tolerance, which continue to evolve over time. Whether discussing retirement planning, investment strategies, or changes in market conditions, he ensures we feel informed and confident in our decisions. His commitment to our financial well-being has made him an invaluable partner in our journey.

I started to work with Byron when he was at a prior company several years ago and have been so thrilled with him that my family has continued to utilize his services at Mission Wealth. Byron has always been there for my family to provide financial guidance and solutions that every growing family should know (i.e. how to plan for our children's investments and how to plan for a home purchase). Byron stands out among a large crowd of financial specialists because he takes the time to learn about his clients needs and desires, explain financial concepts that may seem daunting, and genuinely demonstrate a level of care that only a family member would provide.

Byron is communicative, helpful, and good at explaining financial concepts and strategy. He regularly introduces me to new options. He closely listens to my desires, gives detailed feedback, and then faithfully executes my decisions. My portfolio has performed well under his management over many years. In short, I am a very happy customer.

ive been very satisfied with everything.

Kristen has expeditiously met all my needs

Kristen is fun and delightful to work with and makes the unpleasant financial world easier to deal with for us!