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
  • 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
  • Resources
    • Events
    • Blog
    • FAQ
    • Contact
  • Client Portal
  • Contact

Gina Jacobson, CFP®, CDFA

Gina Jacobson Client Relationship Manager

Gina Jacobson, CFP®, CDFA

Client Relationship Manager

gina@vcmi.net | 503 731 7314
Gina joined Vision Capital in 2022 and works with clients to provide investment management and financial planning advice. She has been working in wealth management since 2016.
  • About Gina
  • Professional
  • Education
Thanks to her landlord who told her that there was a need for more women in finance, Gina found her passion for empowering women by providing them personal financial tools and guidance. Nothing brings her more joy than giving her clients confidence in their long-term financial plans. When she’s not acting as a financial cheerleader for her clients, Gina enjoys competitive powerlifting, listening to live music or curling up with a good book.
DESIGNATIONS

  • CFP®
  • CDFA Certified Divorce Financial Analyst

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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