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
    • Our Story
    • The Team
      • Christopher Anissian, APMA®
      • 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®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • Investment Update
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
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Cliff Yount, IACCP®

Cliff Yount Chief Compliance Officer

Clifford Yount, IACCP®

Director of Compliance and Operations, Principal

cliff@vcmi.net | 503 731 7309
Cliff began his career in the financial industry over 30 years ago and now leads the operational and compliance efforts of the firm. He holds his Investment Adviser Certified Compliance Professional (IACCP) designation.
  • About Cliff
  • Professional
  • Community
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Thinking through matters of compliance comes naturally to Cliff, whether it’s making sure our firm operates with prudence or our systems are as efficient as possible. You might think he’s a between-the-lines-only kind of guy but his sense of humor tells a different story. A proud Washington resident, Cliff is a family man who enjoys barbequing, fishing and umpiring little league games.

DESIGNATIONS

  • IACCP® – Investment Adviser Certified Compliance Professional

ASSOCIATIONS

  • Leadership Clark County, Class of 2011
  • Greater Portland Compliance Association (GPCA)

CURRENT

  • Volunteer Umpire, Salmon Creek Little League, 2008 to Present
  • Volunteer, Cougs in the Community, 2010 to Present

PAST

  • President, Commissioner, Coach, Salmon Creek Little League
  • Coach, Vancouver Girls Softball Association/ASA
  • Wish Granter, Make-A-Wish
Bachelor of Arts, Social Sciences, Washington State University

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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