Bill Serres

Bill Serres

Director Ejecutivo en BBJS Financial Advisors LLC .

Consumer Services
Finance

Perfil

Mr. William F.
Serres
is a Owner, President & Manager at BBJS Financial Advisors LLC.
He advises clients regarding their financial planning needs and how to structure their personal finances to meet their goals.
He works with financial planning and asset management clients who look to BBJS for their comprehensive planning needs.
He is licensed as both a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA).
As a CPA and part owner of Bancroft, Buckley, Johnston & Serres LLP, he has a strong background in taxation.
He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants, and Washington Society of Certified Public Accountants.
He started practicing in the field of financial services in 1997 and public accounting in 1994.
His CPA practice is predominantly made up of privately owned businesses in the timber and real estate industries, whose annual revenues range in size from $100 thousand to $100 million.
He received his undergraduate degree from the University of Washington.

Cargos activos de Bill Serres

EmpresasCargoInicio
Director Ejecutivo 01/07/2001
Todos los cargos activos de Bill Serres

Formación de Bill Serres.

University of Washington Undergraduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Bill Serres.

Relaciones

100 +

Relaciones de 1er grado

2

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas1

Finance

Ver las conexiones de la empresa