Byron Valles MSFP, CFP®
Based in San Francisco, Byron helps executives, tech professionals, individuals approaching retirement, and multigenerational families navigate concentrated equity, tax planning, retirement income, estate planning, and complex wealth decisions.
Ways to Connect
Languages Spoken
- Spanish
- English
Who Byron Typically Helps
Executives with concentrated equity, tech professionals, individuals approaching or transitioning into retirement, multigenerational families, families with significant real estate holdings, and clients with complex financial planning needs.
Serving Clients in
San Francisco • Walnut Creek • Oakland • Palo Alto • San Jose • Communities throughout the San Francisco Bay Area
Available nationwide through virtual meetings
Questions Byron Helps Answer
- How should I manage concentrated stock, equity compensation, and company stock decisions?
- How can I prepare for retirement and create a reliable income plan?
- What tax-planning opportunities should I consider?
- How can I coordinate charitable giving and estate planning?
- How can I integrate real estate, investments, taxes, and income needs into one financial plan?
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.
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’s Frequently Asked Questions
Clients can expect Byron to take time to understand what matters most to them, not just their investments. He helps organize the moving pieces, simplify complex decisions, and build a clear plan so clients understand what is being done, why it matters, and what comes next. His goal is for clients to feel informed, supported, and confident as they move forward
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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor