Byron E. Valles, MSFP, CFP®

Byron E. Valles, MSFP, CFP®

LPL Financial Advisor

When clients choose me 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, I work tirelessly to ensure their financial well-being and peace of mind.

My Journey to Wealth Management as a CERTIFIED FINANCIAL PLANNER® with Maven Lane Financial has been shaped by determination, resilience, and a commitment to service. I bring a unique perspective and an unwavering dedication to helping others pursue their financial goals.

As a first-generation college graduate, I know from experience the transformative power of education and the opportunities it can unlock. I pursued a master’s degree in personal financial planning and later earned my CFP® certification, together with seven years’ experience have equipped me with the knowledge to navigate the intricacies of personal finance.

I’ve developed an ability to communicate complex financial concepts in a clear and concise manner that sets me apart, ensuring my clients are equipped with the knowledge necessary to make informed decisions about their financial future.

Prior to entering the world of finance and my work with Maven Lane Financial, I served honorably in the U.S. Navy. This experience instilled a deep sense of discipline, integrity, and a relentless work ethic in me, qualities that are woven into the fabric of my approach to wealth management. Drawing upon my military background, I understand 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.

I live in the East Bay with my fiancé who is currently attending Law School and our 8-year-old bunny Ria. In my off time I enjoy hiking, playing competitive soccer, and volunteering my time to help those in need such as minority groups living in poverty and fellow veterans.