William Serres is a CFP® professional with 25 years of industry experience, currently serving at BBJS Financial Advisors, LLC since 2001. He is also a partner at the certified public accounting firm Bancroft Buckley Johnston & Serres LLP, where he has worked since 1997 and dedicates significant time. BBJS Financial Advisors provides fee-only investment management and financial planning services to individuals, families, trusts, pension and nonprofit plans, and business entities, including high-net-worth households. The firm uses customized investment policies and a proprietary three-factor model to guide diversified portfolio construction and tactical asset allocation.

Li Tang is a CFA® charterholder with 12 years of industry experience. He worked for nine years at Radnorwood Capital before joining BBJS Financial Advisors, LLC in Seattle, WA. BBJS Financial Advisors provides investment management, financial planning, and investment consultation to individuals, families, trusts, retirement plans, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm integrates tax planning and compliance through an affiliated CPA firm and uses a proprietary three-factor model to guide portfolio management.