Bellevue Advisor Named to Forbes Professional List
Tony Sablan earns recognition for 2025 and 2026 as a top financial security professional in Washington state.
Updated on Oct. 21, 2026 in Financial Planning
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Forbes has recognized Bellevue-based financial advisor Tony Sablan on its Top Financial Security Professionals Best-in-State list for 2025 and 2026. Sablan, the founder of Ultimate Wealth Strategies, LLC, specializes in estate and wealth planning services.
Why it matters
Recognition on industry rankings highlights the professional standards and track records of financial advisors. Sablan's focus on decision science in investing stems from a personal commitment to financial protection formed after the death of his father.
Tony Sablan is a member agent of The Nautilus Group and has qualified for the New York Life Chairman's Council. He also authored the book Money off the Table: Decision Science and the Secret to Smarter Investing.
The players
Tony Sablan
He is the founder and managing principal of Ultimate Wealth Strategies, LLC.
Forbes
It is a global media company focusing on business, investing, technology, and entrepreneurship.
Ultimate Wealth Strategies, LLC
This is a financial firm based in Bellevue that provides estate and wealth planning services.
The Nautilus Group
This organization is a service of New York Life that supports a select group of financial advisors.
The details
Operating from his firm in Bellevue, Sablan provides services including estate planning, insurance-based wealth strategies, investment planning, and business succession. His approach integrates decision science to help clients refine their investment strategies.
Timeline
2025: Sablan named to Forbes top professional list.
2026: Sablan named to Forbes top professional list.
Market Dynamics
This recognition follows the precedent set by the Forbes Top Financial Security Professionals Best-in-State ranking criteria to validate the regional impact of local financial advisors. It highlights how professional endorsements serve as a benchmark for excellence in the financial services sector.
Professional rankings can serve as one metric for investors looking to vet potential advisors for estate and business succession planning. Readers should independently verify an advisor's credentials and services to ensure they align with their specific financial goals.
The takeaway
Evaluating an advisor's methodology, such as the use of decision science, can provide clarity on how they manage client portfolios. Investors should prioritize advisors who align their strategies with personal long-term goals and risk tolerance.
Further reading
For more information on managing your assets, visit the Bellevue Financial Planning section.
Source note: This article includes information reported by Marianas Variety News & Views.
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