Gina Jacobson, CFP®, CDFA
Client Relationship Manager
Gina is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst. She collaborates with clients to provide investment management and financial planning advice.
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.
Gina is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst. She collaborates with clients to provide investment management and financial planning advice.
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.
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