Katelyn Cummings, CFP®
Client Relationship Manager, Shareholder
Katie is a CERTIFIED FINANCIAL PLANNER™ professional and works with individuals and multi–generational families, providing them with financial planning and investment management 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.
Katie is a CERTIFIED FINANCIAL PLANNER™ professional and works with individuals and multi–generational families, providing them with financial planning and investment management advice.
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.
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