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
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
    • 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

Katelyn Cummings, CFP®

Katelyn Cummings

Katelyn Cummings, CFP®

Client Relationship Manager

katie@vcmi.net | 503 731 7308 | LinkedIn

Katie joined Vision Capital in 2016 and is a part of the client team working with individuals and families providing investment management and financial planning advice. She is the lead relationship manager for our Vision Vaxa clients.

  • 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
  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube
  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
  • Directions
    • About
    • Individuals
    • Institutions
    • Resources
    • Contact

    © 2023 Vision Capital Management, Inc. | Privacy Policy | ADV Brochure | ADV Supplement | Form CRS