BBJS Financial Advisors, LLC | Financial Advisor in Seattle ,WA

1501 Fourth Ave.
Suite 2880
Seattle, WA 98101
Phone: (206) 682-4840

Independent Financial Planning & Wealth Management


About

We strive to create a better quality of life for our clients by
managing their financial affairs allowing them to concentrate on other areas of their lives. Along with our affiliated CPA firm we offer a broad range of services. We provide financial planning services including wealth management, retirement planning, estate planning, tax planning, insurance planning, and education planning. We are service oriented and do not sell products. We do not receive any commissions from placement of funds in any particular investment. We strive to help clients structure their personal finances to meet their goals.

20 Years of Experience



General Information
Firm Start Year:   2001
No.of Employees:   2-4
Name of Custodial Firm:   Fidelity
States Licensed in:   WA, CA, NC
Number of Years with Current Firm:   20
I work with the following types of clients:   Businesses , Trusts , Individual Investors


Services
Investment Types:   Annuities , Mutual Funds , Options & Futures , Bonds , Stocks , Insurance , Commodities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , At your home , At my office , Via phone , At your office


Qualifications & Memberships
Financial Organization Memberships:   Financial Planning Association (FPA) , American Institute of Certified Public Accountants (AICPA)


Firm Information
Firm's Number of Managed Clients:   48


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets , Hourly
Fee % Based on Assets:   1% or less



FAQs

  • What are your qualifications? What is your education background? Certified financial planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM) designations within the firm.
  • What is your approach to financial planning? Our approach is characterized as values based or goals based financial planning. We follow a six step process in which we engage with the client, gather all relevant data, analyze the data, develop a written plan, implement the plan and monitor the plan thereafter. We recommend reviewing the plan annually.
  • What services do you offer? Retirement/lifetime income planning; investment review and management; college education funding; major purchase analysis; estate planning; stock options planning; income tax planning; mortgage review; insurance review.
  • How many clients do you currently manage? 48
  • Will you be the only person working with me? We use a team approach with our clients. Each client has a primary advisor, but our four person team works together with each of our clients.
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William Serres, CFP

William Serres, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, CPA

Communities Served

All States