Byron Valles

MSFP, CFP^®

Wealth Advisor

San Francisco, CA

415-439-6485

"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 as a Wealth Advisor at Mission Wealth serving clients throughout the San Francisco Bay Area.

When clients choose Byron as their wealth management partner, they gain more than just a financial advisor, they gain a dedicated advocate who is committed to understanding their financial journey and helping them achieve their objectives. Through personalized guidance, strategic planning, and unwavering support, Byron works tirelessly to ensure their financial well-being and peace of mind.

As a first-generation college graduate, Byron knows from experience the transformative power of education and the opportunities it can unlock. He's committed to communicating complex financial concepts clearly and concisely which sets him apart, ensuring that clients are equipped with the knowledge necessary to make informed decisions about their financial future.

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 pursued a master’s degree in personal financial planning and later earned his CFP® certification. 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.

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's first language is Spanish and he is passionate about creating financial literacy content in his native language.

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.

In the News

Giving Back: How One Partner is Making a Difference at HORSEPOWER Therapeutic Learning Center

Susan Rizzi’s inspiring journey with HORSEPOWER Therapeutic Learning Center showcases the profound impact that volunteerism can have on both the volunteer and the community.

IRS Issues Final SECURE Act Regulations (1)

IRS Issues Final SECURE Act Regulations: Affects RMDs, Inherited IRAs, and More

On July 18, 2024, the IRS issued final RMD regulations under the SECURE Act and the SECURE 2.0 Act, affecting RMDs, inherited IRAs, and more.

Mission Wealth Named to FA Magazine’s 2024 RIA Ranking and FA’s Top 50 Fastest Growing RIAs

Mission Wealth is honored to be among the top RIA firms in America and the Top 50 Fastest Growing RIAs for 2024 by FA Magazine.

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.