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, APMA®
      • 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
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
  • Learn More
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  • Client Portal
  • Contact

Katelyn Cummings, CFP®

Katelyn Cummings

Katelyn Cummings, CFP®

Client Relationship Manager, Shareholder

katie@vcmi.net | 503 731 7308 | LinkedIn

Katie works with individuals and multi-generational families to provide financial planning and investment management advice.

  • About Katie
  • Professional
  • Community
  • Education
Katie has a natural passion for working hard and genuinely cares about helping each client feel like a million bucks. Her enthusiasm is addictive and our clients appreciate her sincere listening and commitment to solving any issue that may arise. It makes sense that she’s addicted to running and wants to enjoy a vegan meal on every continent sooner rather than later. She has the energy and determination to accomplish it all.

DESIGNATIONS

  • CFP®

HONORS

  • Portland State University President’s List, 2015 to 2017

ASSOCIATIONS

  • The Honor Society of Phi Kappa Phi

CURRENT

  • Member, Women’s Foundation of Oregon, 2017 to Present
  • Associate of Science Oregon Transfer in Business magna cum laude, Portland Community College, 2015
  • Bachelor of Science in Business Administration with a specialization in Management and Leadership summa cum laude, Portland State University, 2017

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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