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
      • Courtney Mersereau, CFP®
      • Rebecca Semper, CFP®, CTFA
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Emily Arnold
      • Ian Boehme, CFA, IACCP®
      • Madison Langley
    • Community
    • 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
    • Vision vaxa
  • Resources
    • COVID-19
    • Events
    • Blog
    • FAQ
    • Contact
  • Client Portal
  • Contact

Rebecca Semper CFP®, CTFA

Rebecca Semper Client Relationship Manager

Rebecca Semper, CFP®, CTFA

Client Relationship Manager

rebecca@vcmi.net | 503 731 7314
Rebecca joined Vision Capital in 2019 and has been in the financial services industry for over 25 years. She works with our clients and their families to provide financial planning and investment management, making sure they’re prepared for the long-term.
  • About Rebecca
  • Professional
  • Community
  • Education
Rebecca’s thirst for knowledge is insatiable, making her the best kind of financial planner. Tax or estate laws changing? No problem, she’s got you covered. Rebecca’s favorite part of working with clients is helping them solve for big picture goals, aka, the whole pie. Her listening skills and sensitivity to the emotional component of money help her gather each piece with care. Rebecca’s family is primo and you can find her ripping down the ski slopes with her daughter and husband or entertaining friends and family at their home tiki bar.

DESIGNATIONS

  • CFP®
  • CTFA – Certified Trust Financial Advisor

PAST

  • Advisor, Young Entrepreneurs Business Week
  • Board Member, Oregon Children’s Theatre
  • Bachelor of Science in Financial Law, Portland State University, 1990
  • University of Portland, Executive Certificate, Financial Planning 2011-2012

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube
  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
  • Directions
    • About
    • Individuals
    • Institutions
    • Resources
    • Contact

    © 2021 Vision Capital Management, Inc. | Privacy Policy | ADV | ADV Supplement | Form CRS