Byron Valles MSFP, CFP®

Senior Wealth Advisor

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

In-person visits
Video Meetings
Phone Meetings

Languages Spoken

English
Spanish

Request an introduction

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?

Donald F.

08/24/2026

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.

Troy W.

07/18/2026

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

Rusty P.

03/07/2026

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.

David R.

02/20/2026

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.

Donald R.

01/16/2026

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.

Raymond G.

10/21/2025

ive been very satisfied with everything.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

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 Valles, Senior Wealth Advisor

Byron’s Frequently Asked Questions

What should I expect when I begin working with Byron as my financial advisor?

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

Will I work directly with Byron, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Byron if I live outside San Francisco or my situation is not listed above?

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.