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

Maria Malloy

Maria Malloy Customer Relationship Associate

Maria Malloy

Client Service Associate

maria@vcmi.net | 503 731 7317
Maria supports the client relationship managers in serving our clients. She joined Vision Capital in 2022.
  • About Maria
  • Professional
  • Education
Maria found her way into wealth management through a natural interest in personal finance and a little serendipity. After fourteen years as a dental hygienist, an informational interview turned into a new career. It felt meant to be. She is passionate about helping others. Clients can feel her genuine desire to make their lives better, and it puts them at ease. Outside of the office, you might find Maria taking a long walk with her dog Heidi, learning Korean or reading and hanging out with her book club.

DESIGNATIONS

  • Registered Dental Hygienist (RDH)

ASSOCIATIONS

  • Financial Planning Association
  • Bachelor of Science degree in Dental Hygiene, minor in business, Oregon Institute of Technology, 2011
  • Certified Financial Planner coursework, University of Portland, 2021

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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