Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

  • About
    • Our Story
    • The Team
      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®
      • Cliff Yount, IACCP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Chris Sizemore, CPWA®, CMFC
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
    • Careers
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      • What is Financial Planning?
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    • Employees with Stock Compensation
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Archives for May 2023

May 24 2023

The Advantages of a Female Financial Advisor

In recent years, women have made great strides in equal opportunities in the workforce. One such area where women are making significant headway is in the field of financial advising. Research has shown that having a female financial advisor can provide numerous benefits to clients, both female and male. In this blog, we will examine some of the benefits of female financial advisors and why you may want to consider working with one.

Women Financial Advisor [Read more…]

Written by Sarah Quist · Categorized: FINANCIAL ADVISOR · Tagged: WOMEN FINANCIAL ADVISOR

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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