Victoria Serles, CPA

Victoria Serles, CPA

President (CA Insurance License #OH26510)

Phone: 425.822.4113
Fax: 425.827.4683
E-mail:
 

Prior to assuming leadership of Seidman Private Advisors, LLC, Victoria was a Family Wealth Tax Partner with BDO Seidman, LLP in Seattle, Washington. Before joining BDO, she was the managing partner and valuation analyst for the regional accounting firm of Hersman Serles, P.S. She has been providing estate planning, wealth management and valuation services to executives, professionals and businesses since 1975.

Victoria’s experience includes financial planning, asset management, estate planning and design and valuation services. Her public and private experience includes international banking, finance, mergers and acquisitions, real estate syndication, and estate and trust administration. A comprehensive knowledge of business, combined with successful strategies, has enabled Victoria to help enhance the wealth accumulation of her clients.
 
Victoria spent her first eight years working with venture capital firms, raising capital, building business plans and assisting start-up companies with strategic business and stock option planning. She was the founder of Hersman Serles, P.S., The National Network of Estate Planning CPAs, Solomon Financial Services and The Alongside Foundation.

Education
 
Golden Gate University, M.S. in Taxation
Central Washington University, B.S. in Accounting
CEA & CVA in Business Valuation
CEA in Estate Planning
 
Certifications and Licenses

Certified Public Accountant (CPA)
FINRA Securities Registrations: S-7, S-66
Insurance: Life, Disability and Variable Annuities
 
Professional Affiliations

American Institute of Certified Public Accountants (AICPA)
Washington Society of Certified Public Accountants (WSCPA)
American Society of Woman Accountants
National Association of Certified Valuation Analysts