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®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Chris Sizemore, CPWA®, CMFC
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • 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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  • 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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