Learn About Byron Valles
Professional Background
Byron's journey to Wealth Management has been shaped by determination, resilience, and a commitment to service. He brings a unique perspective and an unwavering dedication to helping others pursue their financial goals.
Byron began his financial services career in 2017 at First Republic Private Wealth Management. He has served families while working for big financial institutions such as Fidelity but also recently as an independent Financial Advisor. These experiences have given him insight into the best way to provide comprehensive, objective financial advice to clients.
Byron is committed to furthering his expertise so he can better serve families in their financial journey. He completed a master’s degree in personal financial planning, holds the Series 7 and Series 66 licenses, and became a CERTIFIED FINANCIAL PLANNER® professional.
Before entering the world of finance, Byron served honorably in the U.S. Navy. That experience instilled a deep sense of discipline, integrity, and a relentless work ethic in him, qualities that are woven into the fabric of his approach to wealth management. Drawing upon his military background, he understands the value of meticulous planning, strategic execution, and the ability to adapt to changing circumstances, all of which are instrumental in helping people achieve their financial objectives.
Califonia Insurance License #4022513.
Personal Pursuits
Byron lives in the San Francisco East Bay with his fiancé who is currently attending Law School and their 8-year-old bunny, Ria. In his off time, he enjoys hiking, playing competitive soccer, and volunteering. Byron is fluent in Spanish, and he is passionate about creating financial literacy content.
Community Impact
Byron loves volunteering his time to help fellow veterans and others in need. He is the co-founder and treasurer of San Jose State's Veteran Alumni Network (VAN), was previously on the board of First Republic's Alliance for Latinos Advancing Success (ALAS), and participates in the Financial Planning Association's pro-bono opportunities.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.