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®
      • Rebecca Semper, CFP®, CTFA
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Emily Arnold
      • Ian Boehme, CFA, IACCP®
      • Madison Langley
    • Community
    • 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
    • Vision vaxa
  • Resources
    • COVID-19
    • Events
    • Blog
    • FAQ
    • Contact
  • Client Portal
  • Contact

Courtney Mersereau, CFP®

Courtney Mersereau Client Relationship Manager

Courtney Mersereau, CFP®

Client Relationship Manager

courtney@vcmi.net | 503 731 7303 | LinkedIn
Courtney joined the firm in 2015 and works with individuals and families providing investment management and financial planning advice. She has been in the wealth management industry since 2008.
  • About Courtney
  • Professional
  • Community
  • Education
For someone who didn’t have a clue she’d end up in this business, Courtney sure found her calling. She’s fascinated by the psychology of money and is motivated to help her clients feel confident in making financial decisions. She also cares a lot about grammar and seems to be oddly at ease at networking events. Despite 5 knee surgeries, she loves playing just about every sport and hanging with Dexter, her Wire Fox Terrier.

DESIGNATIONS

  • CFP®

PUBLICATIONS

  • “In Search of Higher Ground,” Portland Business Journal, April 2015
  • “Financial Fitness Challenge for You and Your Business,” Oregon Beer Growler, January 2015
  • “I’ve Developed Thicker Skin,” Portland Business Journal, April 2013

ASSOCIATIONS

  • Financial Planning Association of Oregon & SW Washington

CURRENT

  • Treasurer, Women’s Foundation of Oregon, 2018 to Present
  • Founding Member, Ninety-Nine Girlfriends, 2016 to Present
  • President, Vassar College Alumnae/i Club of Oregon, 2012 to Present

PAST

  • Board Member, Women’s Foundation of Oregon, 2017 to 2018
  • Member, Oregon Forum, 2015 to 2017
  • Event Committee, Oregon Community Foundation Women Give Event, 2015 to 2016
  • President, Young Patrons Executive Committee, 2012 to 2016
  • President, Ellevate Network Portland Chapter, 2014 to 2016
  • Resource Committee, Meals on Wheels People, 2012 to 2015
  • Executive Committee, De La Salle North Catholic High School, 2012 to 2014
  • Vice President, The Catlin Gabel School Alumni Board, 2012 to 2014
  • Board Member, Levé, 2008 to 2012
Bachelor of Arts in Environmental Studies, Vassar College, 2003

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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