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Bill Serres
Director Ejecutivo en BBJS Financial Advisors LLC .
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
Empresas | Cargo | Inicio |
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BBJS Financial Advisors LLC
![]() BBJS Financial Advisors LLC Investment ManagersFinance BBJS Financial Advisors LLC (BBJS) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2001 by William Serres. BBJS provides comprehensive financial planning and wealth management services to individuals and families, trusts, pension and profit-sharing plans, charitable organizations, foundations, corporations, partnerships, LLCs, or other business entities. | Director Ejecutivo | 01/07/2001 |
Formación de Bill Serres.
University of Washington | Undergraduate Degree |
Experiencias
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Empresas relacionadas
Empresas privadas | 1 |
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BBJS Financial Advisors LLC
![]() BBJS Financial Advisors LLC Investment ManagersFinance BBJS Financial Advisors LLC (BBJS) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2001 by William Serres. BBJS provides comprehensive financial planning and wealth management services to individuals and families, trusts, pension and profit-sharing plans, charitable organizations, foundations, corporations, partnerships, LLCs, or other business entities. | Finance |
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