Gina Jacobson, CFP®, CDFA
Client Relationship Manager
firstname.lastname@example.org | 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.
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.
- CDFA Certified Divorce Financial Analyst
- Financial Planning Association
- Savvy Ladies
- Bachelor of Science in Business and Social Science, University of Oregon