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®
      • Chris Sizemore, CPWA®, CMFC
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
    • Careers
  • Services
    • Financial Planning
    • Life Transitions
    • Investing and Planning for Women
  • Investment Management
    • Personal Investing
    • Portfolio Construction
      • Global Dynamic Strategy
      • Environmental Social Governance
      • Large Cap Growth
      • Large Cap Dividend Growth
      • Corporate Bonds
      • Derivative Strategies
    • Institutional Investing
  • Resources
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    • Contact
  • Client Portal
  • Contact

Chris Sizemore, CPWA®, CMFC

Chris Sizemore Client Relationship Manager

Chris Sizemore, CPWA®, CMFC

Director of Client Relationships, Shareholder

chris@vcmi.net | 503 731 7301 | LinkedIn
Chris joined the firm in 2001 and has earned his Certified Private Wealth Advisor (CPWA) and Chartered Mutual Fund Counselor (CMFC) designations. He has in-depth knowledge and experience in helping clients identify and work towards their financial goals.
  • About Chris
  • Professional
  • Community
  • Education
Meeting Chris today, you’d have no idea that he ended up in this business by accident. He loves (and is really good at!) breaking down complex financial concepts so that his clients can easily understand what’s happening in their portfolios. That’s probably because he spends his time outside the office coaching basketball. He’s the kind of coach that will make every kid feel successful.

DESIGNATIONS

  • CPWA® – Certified Private Wealth Advisor
  • CMFC – Chartered Mutual Fund Counselor

ASSOCIATIONS

  • IWI – Investments & Wealth Institute

CURRENT

  • Lincoln High School – Assistant Coach – Girls Varsity Basketball

PAST

  • Mountainside High School – Assistant Coach – Girls Varsity Basketball 2018-2022
  • Tigard Competitive Hoops – Coach of Coaches for the girls’ side of the program. 2013-2018
  • Morrison Child and Family Services – Board Member, Executive Committee Member, Chair of Investment Committee 2005-2011
Bachelor of Arts in Political Science, Pacific Lutheran University, 1994

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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