Portrait of Val Wirfel

Val Wirfel CPA

Tax Manager

Based in San Francisco, Val helps clients navigate tax planning, complex U.S. tax matters, and compliance requirements with a thoughtful, detail-oriented approach

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Val Wirfel is a Tax Manager at Mission Wealth. She helps the tax and Wealth Strategy department develop and implement effective tax solutions for clients across the country. Her extensive experience and knowledge in tax planning help clients achieve their financial goals.

My favorite part of working in tax is helping clients navigate complex rules and breaking down technical concepts so they feel approachable and understandable. Seeing clients gain confidence in their decisions and make progress toward their financial goals is one of the most rewarding aspects of my work.

—Val Wirfel, Tax Manager

Professional Background

Val began her career at KPMG, where she gained experience across several areas of tax, including asset management, individual taxation, mergers and acquisitions, and international tax. Throughout her career, she has advised multinational corporations and cross-border individuals on complex U.S. tax matters, transactions, and compliance requirements.

Val earned a Bachelor of Business Administration in Accounting and a Master of Science in Taxation from Gonzaga University and holds a Certified Public Accountant license.

Personal Pursuits

In her free time, Val enjoys staying active through running, skiing, and playing sports. She also loves painting, reading, traveling, and exploring new recipes, restaurants, and coffee shops.

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Our team.
Meet the experts in your corner.

Meet the full team

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

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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