Bill Serres

Bill Serres

Amministratore Delegato presso BBJS Financial Advisors LLC

Consumer Services
Finance

Profilo

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.

Posizioni attive di Bill Serres

SocietàPosizioneInizio
Amministratore Delegato 01/07/2001
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Formazione di Bill Serres

University of Washington Undergraduate Degree

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