Byron Valles

MSFP, CFP^®

Senior Wealth Advisor

Walnut Creek, San Francisco

"Money touches every aspect of our lives in one way or another. I'm deeply committed to understanding people's stories and financial situations in order to create plans that will help them reach their goals and dreams."

Byron Valles is a Senior Wealth Advisor at Mission Wealth, serving affluent families, executives, professionals, and retirees throughout the San Francisco Bay Area.

He helps clients make confident financial decisions when life and wealth become more complex, including concentrated stock positions, tax planning, retirement transitions, estate planning, charitable giving, and multigenerational wealth strategies.

Byron’s approach is especially valuable for clients who need more than investment management. He works closely with Mission Wealth’s planning, investment, tax, and estate professionals to help clients understand their options, evaluate tradeoffs, and implement a coordinated strategy aligned with their long-term goals.

As a first-generation college graduate, Byron understands the transformative power of education and clear guidance. He is committed to making complex financial concepts understandable so clients feel informed, prepared, and confident in the decisions ahead.

Learn About Byron Valles

Professional Background

Byron’s path to wealth management has been shaped by determination, resilience, and a commitment to service. He brings a practical, client-centered perspective to helping families navigate important financial decisions.

Byron began his financial services career in 2017 at First Republic Private Wealth Management. He has also served clients at Fidelity and as an independent financial advisor, giving him experience across private banking, large institutional platforms, and independent fiduciary advice. This perspective helps him recognize when clients need more than investment management and would benefit from deeper planning, proactive coordination, and objective advice.

Byron is committed to continually advancing his expertise so he can better serve families through complex financial decisions. He completed a master’s degree in personal financial planning, holds the Series 7 and Series 66 licenses, and is a CERTIFIED FINANCIAL PLANNER® professional.

Before entering financial services, Byron served honorably in the U.S. Navy. That experience instilled discipline, integrity, adaptability, and a service-first mindset — qualities that continue to shape his approach to wealth management, planning, and client relationships.

California 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.

Hear Directly From Mission Wealth Clients

Rusty P. (00876554 03/26), David R. (00868874 02/26), Don R. (00863667 01/26), Raymond G. (00829534 11/25)

In the News

Market Update 7/30/26

Read Mission Wealth’s latest market update covering the Federal Reserve’s interest rate decision, inflation, market outlook, portfolio diversification, and investment strategy.

What Are Non-Qualified Stock Options (NSOs), and How Are They Taxed?

Non-qualified stock options (NSOs) can be a valuable form of equity compensation, but exercising them may trigger significant taxes and cash-flow needs. Learn how NSOs work, when they’re taxed, and strategies to help maximize their value while managing investment and tax risk.

Trump Accounts Explained: Should You Contribute Beyond the $1,000 Government Deposit?

Learn how Trump Accounts work, who qualifies for the $1,000 government contribution, contribution strategies, tax rules, and how they compare to 529 plans.

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.