Vision Capital Management 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
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      • Christopher Anissian
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
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Oct 28 2025

Financial Planning Video: Important End-of-Year Reminders

Client Relationship Manager Katie Cummings, CFP®, lists activities clients can do now that will set them on good footing for the new year.

Written by Liz Swagerty Olsen · Categorized: CHARITABLE GIVING, ESTATE PLANNING, FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, MEDICARE, PERSONAL FINANCE, RETIREMENT PLANNING, TAX PLANNING, WOMEN

Oct 27 2025

Financial Planning Video: Medicare Open Enrollment

Client Relationship Manager Matt Sheets, CFP®, outlines Medicare options and important factors to consider during open enrollment.

Written by Liz Swagerty Olsen · Categorized: FIDUCIARY, FINANCIAL ADVISOR, FINANCIAL PLANNING, HEALTH INSURANCE, MEDICARE, PERSONAL FINANCE, SOCIAL SECURITY, WOMEN

Oct 20 2025

Investment Strategy Update: Rate Cuts to the Rescue

John LaBarca, CFA, director of investments, discusses market activity for the third quarter and the impact of interest rate cuts by the Federal Reserve.

Written by Liz Swagerty Olsen · Categorized: ECONOMY, FIDUCIARY, INVESTMENT MANAGEMENT, INVESTMENTS

Oct 16 2025

Webinar Recording: Cybersecurity Tips and Best Practices

Our internal compliance team, Cliff Yount, IACCP®, and Madison Steinbrenner, IACCP®, led this webinar on cybersecurity on Wednesday, October 15, 2025.

Written by Liz Swagerty Olsen · Categorized: 401K, ECONOMY, ESTATE PLANNING, FINANCIAL ADVISOR, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, PERSONAL FINANCE, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING, WOMEN

Oct 14 2025

Vision Capital Management Named to Largest Women-Owned Businesses List

Vision Capital Management has been named to the Portland Business Journal’s annual “Largest Women-Owned Businesses” list, ranking 56 out of 120 firms based in Oregon and SW Washington.

To be considered, company representatives responded to a survey in which they shared the percentage of company ownership that was female-owned and the number of female employees. Only firms headquartered in Oregon or SW Washington counties with 50% or more female ownership and at least one local employee were included. The ranking noted that the 120 largest women-owned businesses employ nearly 8,200 workers globally, of whom about 66% are also women. Ownership of the companies is 86% female.

“We are honored to be recognized and included among so many impressive companies. When we founded our firm over 25 years ago, we were one of a handful of local, women-owned businesses. It’s exciting to see the range of organizations listed and the influence of female business leaders in our region,” said Marina Johnson, CFA, co-founder and principal.

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Disclosures
The Portland Business Journal’s Largest Women-Owned Businesses list is a ranking based on the percentage of ownership by women of companies based in Oregon and Skamania and Clark counties in Washington. Vision Capital Management, Inc. (“VCMI”) was ranked in September 2025 by Portland Business Journal 56 of 120 businesses. Only companies headquartered in Oregon or SW Washington with 50% or more female ownership and at least one local employee were considered. VCMI did not pay a fee to Portland Business Journal in exchange for inclusion in the 2025 Largest Women-Owned Businesses list. VCMI is not aware of any conflicts of interest with the Portland Business Journal’s Largest Women-Owned Businesses list.

Written by Liz Swagerty Olsen · Categorized: UNCATEGORIZED

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More Posts

Maria Malloy, CFP®, Contributes Article to Elder Law Section Newsletter of Oregon State Bar

Year-End Financial Planning Checklist

Medicare and You Webinar Recording

Post Categories

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  • ELLEVATE NETWORK
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  • OREGON
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  • TAX PLANNING
  • UNCATEGORIZED
  • WOMEN

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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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