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
      • 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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  • Client Portal
  • Contact

Matthew Sheets, CFP®

Matt Sheets

Matthew Sheets, CFP®

Client Relationship Manager

matt@vcmi.net | 503 731 7303

Matt joined Vision Capital in 2023 and works with clients to provide investment management and financial planning advice. He has been working in wealth management since 2014.

  • About Matt
  • Professional
  • Community
  • Education
Growing up, the importance of saving and investing was regular dinner table conversation for Matt’s family. With this background and a passion for the intersection of human behavior and business, helping clients use investing and strategic planning to achieve their financial goals was a natural fit. Matt enjoys breaking down difficult financial topics to make them easy for clients to understand. As an avid sports enthusiast, you might find him cheering on his Oregon State Beavers or working to bring down his golf handicap in his free time.

DESIGNATIONS

  • CFP®

ASSOCIATIONS

  • Financial Planning Association

CURRENT

  • Boys & Girls Club of Portland Associate Board
  • Bachelor of Political Science, Oregon State University, 2013

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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