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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Optimize Wealth Creation with Vision Capital

Get More From Your NIKE Benefits

 

 

NIKE employees are an essential part of our client community, and our goal is to help you feel excited about the financial opportunities at NIKE. We understand however, that the many forms of compensation and general benefits offered can feel overwhelming. Thanks to our spouses, close friends, and clients, we are fortunate to have hands-on experience in helping NIKE employees navigate these potentially powerful generational wealth benefits.

We’ll advise you on:

  • Your annual stock award elections
  • When to exercise options, sell RSUs, and ESPP shares
  • How to get the most out of your full benefit package

Rest easy. We’ve been down this road many times before and look forward to making your experience both comfortable and rewarding.


  • Expert in NIKE Benefits

Take advantage of specialized advice built on years of working with NIKE employees

  • Local Support

Easily visit and discuss your unique situation at our Portland office

  • Team Approach

Get the experience and expertise of the whole Vision Capital team.

The team at Vision Capital is pleased to offer comprehensive wealth management services, including financial planning and investment management, for our clients.

A minimum of $500,000 in investable assets is needed. 

If you are interested in more information about our services, fill out the form below and we will connect with you soon.

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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