Tony Sablan, WMCP, AIF, MBA in

Tony Sablan, WMCP, AIF, MBA

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Specialist Limited Partner at Quorum Capital Partners
📍 Greater Seattle Area, United States

Tony Sablan is a wealth strategist and founder of Ultimate Wealth Strategies, focusing on a "defense-first" philosophy for tech executives and business owners. He holds an MBA from Seattle University and has been recognized by Forbes as a Top Financial Security Professional. Clients describe him as trustworthy, caring, and customer-centric.

Outside of finance, Tony is deeply involved in his community, serving as a board member for After-School All-Stars and educating first responders on financial strategies. He is also a former Mixed Martial Arts coach and hosts the "Unscripted Arena" podcast, which explores stories of human resilience and innovation.

His financial philosophy was shaped by losing 40% of his net worth early in his career, which inspired his commitment to protecting his clients wealth above all else.

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Experience
26 Years
Current Role
Specialist Limited Partner
Job Level
Junior
Location
Greater Seattle Area, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Tony cares about

Wealth Protection
His core philosophy is "defense-first," stemming from a significant personal financial loss early in his career. He helps clients protect their downside before focusing on growth.
Tech Executive Finance
Specializes in helping executives from companies like Microsoft, Amazon, and SpaceX navigate RSU complexity, concentrated stock risk, and tax planning.
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Career

Work history

3-2026
Specialist Limited Partner
Quorum Capital Partners
12-2017
Board Member
After-School All-Stars
1-2015
Founder/ Managing Principal
Ultimate Wealth Strategies, LLC
1-2015
Wealth Adviser providing fee-based financial planning, insurance strategies, investment programs
Eagle Strategies, LLC
1-2015
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
2006 - 2007
MBA
Seattle University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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