Bill Sefton
Certified College Funding Specialist®
CPA, Enrolled Agent, or Tax Professional
(925) 735-6529
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ABOUT Bill Sefton
Bill is outgoing, positive, cheerful, sometimes overly friendly personality definitely does not fit the stereotype of CPAs and accountants who have earned their Bachelor of Arts in Economics and Masters in Accounting degrees as Bill has. This personality disconnect often surprises some.
College Planning: Bill served on Willamette University's Alumni Board for 11 years and learned about College Planning 'from the inside' helping several students attend Willamette who thought they couldn't afford Willamette.
Bill's favorite memory: A young waiter stopped cold-turkey when he saw Bill's Willamette University Jersey and said he wanted to go there; but, couldn't. Bill, serving on Willamette's Alumni Board, offered to help. A few months later, he entered Willamette and money was no longer an issue. What did Bill do: What any 'match-maker' would do: Listen to what Admissions wanted in their ideal student; and, listening to what the applicant had to offer - not in money: Their talents, maturity, integrity, academic history and scores. In other words, what separates this student from the 100s of other students applying to Willamette.
Another situation is particularly memorable: A high school student had given up - his father was dying - and his future looked grim. Armed with the basic details, Bill had Willamette's Dean of Admissions write a personal invitation to the boy and his mother reported that her son's attitude towards his future turned positive once again. Bill loves to encourage and find ways when the possibility seems dire.
The, Bill took his experience on the Willamette Alumni Board to his high school in Mill Valley, California when he saw, at his 40th Reunion, how the campus had fallen into disrepair: www.TamGrads.org. After 18 years, the changes are simply amazing.
Bill is a big believer in personal and business systems that make us more efficient with our time and resources; and, he relishes in leveraging his time and existing resources into laptop based business opportunities. The lower the cost of entry the greater the ROI (Return On Investment).
Designations
CPA - Certified Public Accountant
Qualifications
Bachelors of Arts Degree (Economics), Willamette University - 1965
Masters in Accounting Degree, University of Southern California - 1966
Certified Public Accountant - 1967
Licensed - Yes
License No - 14240
License Type -
William Lee Sefton, CPA
, P.O. Box 992
San Ramon, CA
P: (925) 735-6529
F: (925) 735-3118
williamleesefton.com
Services Offered
College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Cashflow Management
Business Consulting
Financial Aid
FAFSA Review
Admissions Assistance
Meetings Offered
Over Phone
Webmeetings
Availability
Mornings
Afternoons
Evenings
Weekends
CCFS® (Certified College Funding Specialists)
EARNED BY
William Lee Sefton
ISSUED ON
2019-01-17
CCFS® MEMBER ID
C-1640-1547077842
DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.
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Disclosures
Every person's situation is unique; What may work for one person may not work for another.