BBJS Financial Advisors, LLC

Specialties

Financial planning, Wealth management, Investment management, Retirement planning, Asset management, Tax planning, Estate planning, Diversification Analysis, Risk tolerance analysis, Hedging strategies, Tax compliance, Net Worth calculation, Needs Analysis, Education planning, Insurance planning

History

Established in 2001.

BBJS Financial Advisors, LLC started when Bancroft, Buckley, Johnston & Serres LLP (a CPA firm) recognized the need to further specialize its services by forming a separate company to help high net worth families manage their financial lives. This move has helped both businesses and our clients manage the various components of their financial lives, such as investments and taxes, which often intersect.

Meet the Business Owner

Bill S.

Business Owner

Bill Serres started practicing in the field of financial services in 1997 and public accounting in 1994. He is licensed as both a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA). As a CFP®, he advises clients regarding their financial planning needs and how to structure their personal finances to meet their goals. As a CPA and part owner of Bancroft, Buckley, Johnston & Serres LLP, Bill 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.

Bill is a native of the Pacific Northwest and was educated at the University of Washington. Bill began his career with a large international accounting firm. Prior to entering public accounting, he founded a successful wholesale produce business growing and selling vegetables. Bill currently resides with his wife and four children in Bellevue, Washington.

BBJS Financial Advisors, LLC also recommends

Bancroft Buckley Johnston & Serres Llp

Accountants

Bill S. says,

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