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
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  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
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    • Women Seeking Female Financial Advisors
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Katelyn Cummings, CFP®

Katelyn Cummings

Katelyn Cummings, CFP®

Client Relationship Manager, Shareholder

katie@vcmi.net LinkedIn

Katie is a CERTIFIED FINANCIAL PLANNER™ professional and works with individuals and multi–generational families, providing them with financial planning and investment management advice.

  • About Katie
  • Professional
  • Community
  • Education

Katie has a genuine knack for connecting with people of all backgrounds, ages, and experiences. She is a trusted resource for her clients, helping them navigate their wealth journey with confidence. Her enthusiasm is irresistible, and our clients say they appreciate her sincere listening and commitment to solving any issue that may arise. It makes sense that she is a competitive athlete who never stops challenging herself. Katie loves swimming, snowboarding, running, dancing, and gymnastics. Fortunately, she has the energy and determination to perform all at a high level.

DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®)

HONORS

  • Portland State University President’s List 2015 to 2017

ASSOCIATIONS

  • The Honor Society of Phi Kappa Phi, Lifetime Member

PAST

  • Member, Women’s Foundation of Oregon, 2017 to 2020
  • Associate of Science in Business magna cum laude, Portland Community College
  • Bachelor of Science in Business Administration with a specialization in Management and Leadership summa cum laude, Portland State University

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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