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
      • Courtney Mersereau, CFP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
    • Careers
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    • Financial Planning
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    • Investing and Planning for Women
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      • Global Dynamic Strategy
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      • Large Cap Growth
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      • Corporate Bonds
      • Derivative Strategies
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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 leads the operational and compliance efforts of the firm. He started in the industry in 1994 and joined Vision Capital in 2011 where he earned 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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