Adam Valdez in

Adam Valdez

Wildcard · DISC type sci
CPA at BC&V Advisors + CPAs
📍 San Antonio, Texas, United States

Adam Valdez is a Partner and third-generation owner at BC&V Advisors + CPAs, a San Antonio-based family firm established in 1973. A graduate of Baylor Universitys Hankamer School of Business, he specializes in tax strategy and business consulting, focusing on fostering strong client relationships and mentoring his team.

Born and raised in Texas, Adam lives in San Antonio with his wife and two daughters. He is dedicated to his community, volunteering with organizations like Big Brothers Big Sisters and Habitat for Humanity. In his personal time, he enjoys staying active outdoors, fishing, and spending time with family.

His firm was founded by his wifes grandmother in 1973, making him a third-generation owner of the family business.

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Experience
17 Years
Current Role
CPA
Location
San Antonio, Texas, United States
Personality Overview

How Adam shows up

Friendly But Slow
Requires Proof
Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Priorities

Topics Adam cares about

CEO Peer Advisory
Engages in CEO coaching and peer advisory sessions through Vistage to explore new insights and drive business growth strategies.
Family Business Legacy
As a third-generation owner, he is deeply involved in continuing the legacy of a trusted accounting firm that has been in his family for over 50 years.
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Career

Work history

1-2024
CPA
BC&V Advisors + CPAs
1-2024
Managing Partner
BC&V Advisors + CPAs PLLC
1-2013 - 12-2023
CPA
Adam Valdez CPA PLLC
11-2010 - 12-2013
CPA
Stanush Tax Service
11-2009 - 12-2010
Tax Team Member
Jim Oliver & Associates P.C.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2007 - 2009
Bachelors in Business
Baylor University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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