William F. Serres CFP®, CPA
Certified Financial Planner (CFP®) and Certified Public Accountant (CPA)
Bill 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). He is the owner of BBJS Financial Advisors, LLC. 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.
Within BBJS Financial Advisors, LLC, Bill works with financial planning and asset management clients who look to BBJS for their comprehensive planning needs. Bill’s 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.
Bill is a native of the Pacific Northwest and was educated at the University of Washington. After beginning his career with a large international accounting firm, he moved to Bancroft Buckley Johnston and Serres LLP in 1997. 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.