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, APMA®
      • 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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May 20 2025

Financial Literacy for the Next Generation

https://vcmi.net/wp-content/uploads/2025/05/GinaFinancialLiteracyfortheNextGenerationmp4.mp4

Gina Jacobson, CFP®, CDFA, shares ways to encourage financial literacy for the next generation of your family.

Written by Liz Swagerty Olsen · Categorized: ESTATE PLANNING, FINANCIAL ADVISOR, PARENTING

Feb 11 2025

Other Areas of Financial Planning: Starting a Family, Planning a Bucket List Trip, and Changing Jobs

We help clients with more than just their stock and bond portfolio and retirement planning. Watch and hear how we assist clients with planning for a family, preparing to take a bucket list trip and weighing options when considering a career change. If these are areas you would like to collaborate with a client relationship manager on, please email info@vcmi.net.

Written by Liz Swagerty Olsen · Categorized: FINANCIAL ADVISOR, FINANCIAL PLANNING, PARENTING, RETIREMENT PLANNING, WOMEN

Dec 22 2023

Decoding FAFSA : Understanding Its Purpose and Latest Updates

If college is on the horizon for yourself or someone you love, you have likely heard of the FAFSA – the Free Application for Federal Student Aid. Used by the government to award federal school aid, grants, and scholarships, the FAFSA is a form that is filled out annually for the upcoming academic year to determine how much a student and his or her family are expected to be able to contribute towards their college education. FAFSA Student Aid [Read more…]

Written by Maria Malloy · Categorized: FINANCIAL PLANNING, PARENTING, PERSONAL FINANCE · Tagged: FAFSA, STUDENT LOANS

May 23 2022

Next Steps for the Graduate: 5 Alternatives to Attending College

Graduation time is here! High school seniors will walk across the stage and into the next phase of life. Some graduates are certain and excited about their next step. Others may be unsure what the future will bring. If you are feeling uncertain, there are plenty of options to support yourself while gaining valuable life experience.

attending college [Read more…]

Written by Marina Johnson · Categorized: 529 PLAN, FINANCIAL PLANNING, PARENTING · Tagged: CAREER, COLLEGE SAVING, FINANCIAL PLANNING

Nov 30 2021

High Earners and Health Savings Accounts

High earners are often looking for ways to strategically save on taxes while boosting their financial outlook. Health savings accounts (HSAs) are a great option for accomplishing this because they provide an uncommon three-point tax benefit: contributions reduce your taxable income, investments within the account grow tax-free, and, as long as you spend the funds on qualified medical expenses, the withdrawals are tax-free too. Additionally, HSAs have fewer restrictions and more benefits than flexible savings accounts (FSAs).

Healthcare and Wealth [Read more…]

Written by Marina Johnson · Categorized: HEALTH INSURANCE, INVESTMENT MANAGEMENT, PARENTING, TAX PLANNING · Tagged: FINANCIAL PLANNING, HEALTH SAVING ACCOUNT

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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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