Senior Vice President–Wealth Management
Bijan is a President’s Council level Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor® (CEPA®). As a partner of Capstone Advisors and Senior Vice President at UBS, Bijan focuses on delivering a complete wealth planning experience to business owners pre and post liquidity, helping clients navigate their exit strategy.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including: