Let's move forward. Together.

Bijan Behboodi

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • MA
  • MI
  • MN
  • MT
  • NC
  • ND
  • NE
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

  • University of Oregon, B.S. Business Finance and Economics

Credentials

  • Forbes Best-In-State Wealth Advisor
  • 2021, 2022 Forbes Top 100 Next-Gen Wealth Advisor
  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Legacy planning
Exit planning
Business succession
Executive compensation
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 451-2348

Email Me