- Wealth Management Experience Since 2016Byron E. Valles is a Director and Investment Consultant with First Republic Securities Company. Mr. Valles joined First Republic in 2021. Prior to joining First Republic, Mr. Valles was a Director, Financial Consultant at Fidelity Investments. Mr. Valles provides comprehensive financial guidance and tailored solutions to individuals and families. He values transparency and effective communication.
- Community InvolvementActive in his local community Mr. Valles is a member of San Jose State’s Veteran Alumni Network. He volunteers his time to help fellow veterans transition from life in uniform to the corporate environment.
- Professional DesignationMr. Valles is a CERTIFIED FINANCIAL PLANNER™ professional
- EducationMr. Valles earned his B.A. in Communication from San Jose State University and his M.S. in Financial Planning from Golden Gate University.
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