Byron E. Valles Email & Phone Number
Senior Wealth Advisor @ Mission Wealth
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Byron E. Valles Location
- California, United States
Byron E. Valles Work
- Senior Wealth Advisor @ (July 2025 - Present)
- Wealth Advisor @ (July 2024 - July 2025)
- Sr. Wealth Advisor Associate @ (February 2024 - July 2024)
- Financial Advisor @ (July 2023 - February 2024)
- Director, Investment Consultant @ First Republic Private Wealth Management (June 2021 - June 2023)
- Financial Consultant @ (February 2021 - July 2021)
- Investment Consultant @ (May 2019 - February 2021)
- Advisor Onboarding Associate - Team lead @ First Republic Private Wealth Management (August 2017 - May 2019)
- Production Technician @ (December 2015 - June 2017)
- Aviation Electrician @ (April 2011 - April 2015)
Byron E. Valles Education
- Golden Gate University
Master of Science - MS (Financial Planning and Services)
2020-2022 - San José State University
Bachelor’s Degree (Communication and Media Studies)
2016-2018 - IES Abroad
Cultural Studies/Critical Theory and Analysis
2017-2017 - Porterville College
Associate of Arts - AA (Communication and Media Studies)
2015-2016
Byron E. Valles Skills
- Financial Planning
- Risk Management
- Retirement Planning
- Wealth Management
- Estate Planning
- Client Relations
- Investments
- Certified Financial Planner
- Investment Advisory Services
- Leadership
- Customer Service
- Management
- Microsoft Office
- Interpersonal Communication
- Business Development
- Qualitative & Quantitative Research Methodologies
- International Education
- Spreadsheets
- Sales
Byron E. Valles Summary
- Byron E. Valles, based in California, United States, is currently a Senior Wealth Advisor at Mission Wealth. Byron E. Valles brings experience from previous roles at Mission Wealth, Maven Lane Financial Group and First Republic Private Wealth Management. Byron E. Valles holds a 2020 - 2022 Master of Science - MS in Financial Planning and Services @ Golden Gate University. With a robust skill set that includes Financial Planning, Risk Management, Retirement Planning, Wealth Management, Estate Planning and more. Byron E. Valles has 1 emails and 1 mobile phone numbers on RocketReach.
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Byron E. Valles
Senior Wealth Advisor
California, United States
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