Senior Vice President–Wealth Management
Financial Advisor
Bijan is a Senior Partner and Portfolio Manager for Capstone Advisors and a Senior Vice President at UBS Private Wealth Management. As a Private Wealth Advisor, Bijan focuses on working with Ultra High Net Worth business owners, corporate executives and families with complex planning needs. Bijan has over 10 years of experience working with clients to help them achieve what is most important to them. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), he has a deep understanding of financial planning with areas of focus including: multigenerational wealth planning, complex estate planning, tax mitigation planning, business exit planning, and comprehensive portfolio management. Bijan is honored to have been recognized nationally by Forbes as one of America’s Top 100 Next-Gen Advisors, and as a Best In-State Private Wealth Advisor for Washington State. A Finance and Economics major, Bijan currently sits on the “Top 40 under 40” Advisory Board to the Lundquist College of Business at his Alma Mater, The University of Oregon. In his free time, he and his fiancée love to travel, play golf, cook and spend time with friends and family.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Bijan is a Senior Partner and Portfolio Manager for Capstone Advisors and a Senior Vice President at UBS Private Wealth Management. As a Private Wealth Advisor, Bijan focuses on working with Ultra High Net Worth business owners, corporate executives and families with complex planning needs. Bijan has over 10 years of experience working with clients to help them achieve what is most important to them. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), he has a deep understanding of financial planning with areas of focus including: multigenerational wealth planning, complex estate planning, tax mitigation planning, business exit planning, and comprehensive portfolio management. Bijan is honored to have been recognized nationally by Forbes as one of America’s Top 100 Next-Gen Advisors, and as a Best In-State Private Wealth Advisor for Washington State. A Finance and Economics major, Bijan currently sits on the “Top 40 under 40” Advisory Board to the Lundquist College of Business at his Alma Mater, The University of Oregon. In his free time, he and his fiancée love to travel, play golf, cook and spend time with friends and family.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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