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®, CDFA
      • Cliff Yount, IACCP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
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      • What is Financial Planning?
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  • Who We Help
    • Employees with Stock Compensation
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Aug 02 2021

NIKE Employee Benefits: Understanding the Election of RSUs and Stock Options

Happy summer!

Besides ample sunshine and peak vacation season, summer represents a perfect time to plan for an important upcoming decision-making period for many NIKE employees. Starting at the E band level, the election of Restricted Stock Units (RSUs), stock options, or a mix between the two will be available. To help you prepare, let’s discuss some key factors that separate these two deferred compensation methods that should be considered. Let’s start with the basics regarding each method.Nike Employee Benefits and Options

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Written by Katie Cummings · Categorized: FINANCIAL PLANNING · Tagged: FINANCIAL PLANNING

Oct 16 2017

How to Have a Conversation with Your Financial Advisor

Investment management is challenging to think about, and since much of the conversation with your financial advisor can seem like a lot to conquer, we’d like to offer some tips.

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Written by Katie Cummings · Categorized: ESTATE PLANNING, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, RETIREMENT PLANNING

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
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