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
      • 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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  • Contact

Gina Jacobson, CFP®, CDFA

Gina Jacobson Client Relationship Manager

Gina Jacobson, CFP®, CDFA

Client Relationship Manager

gina@vcmi.net

Gina is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst. She collaborates with clients to provide investment management and financial planning advice.

  • About Gina
  • Professional
  • Community
  • Education

Gina discovered her passion for financial planning when she realized how few women were represented in the industry and how much of a difference she could make as a trusted guide and valued resource. Gina believes that planning should feel approachable and collaborative. Her favorite part of her job is empowering clients with the tools and resources to feel secure about their financial futures and move forward with clarity and peace of mind. Outside of the office, she enjoys competitive powerlifting, music, and curling up with a good book.

DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • CDFA Certified Divorce Financial Analyst (CDFA)

PUBLICATIONS

  • Women in Finance ~ Gina Jacobson
  • Women and Wealth: Building a Nest and a Net with Gina Jacobson on Wait. Hold Up… What? Podcast
  • Women and Consumerism: Returning Guest Gina Jacobson on Wait. Hold Up… What? Podcast

ASSOCIATIONS

  • Financial Planning Association
  • Savvy Ladies
  • Bachelor of Science in Business and Social Science, University of Oregon

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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