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
      • 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
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  • Client Portal
  • Contact

Maria Malloy, CFP®

Maria Malloy Customer Relationship Manager

Maria Malloy, CFP®

Client Relationship Manager

maria@vcmi.net

Maria joined the firm in 2022 and is a CERTIFIED FINANCIAL PLANNER™ professional. She collaborates with clients to help them achieve financial wellness by providing financial planning and investment advice.

  • About Maria
  • Professional
  • Education

Maria found her way into wealth management through a natural interest in personal finance and a little serendipity. After 14 years as a dedicated dental hygienist, one informational interview turned into a new career. It felt meant to be. Maria is passionate about helping others, and clients can feel her genuine desire to make their lives better. Outside the office, you might find Maria taking a long walk with her dog Heidi, learning Korean, or discussing the latest novel with her book club.

DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Registered Dental Hygienist (RDH)

ASSOCIATIONS

  • Financial Planning Association
  • Bachelor of Science degree in Dental Hygiene, minor in business, Oregon Institute of Technology
  • Certified Financial Planner coursework, University of Portland

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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