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
      • 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®
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      • What is Financial Planning?
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      • Our Approach to Investing
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  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
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Sarah Quist, CFP®

Financial Advisor Sarah Quist

Sarah Quist, CFP®

Managing Director, Principal

sarah@vcmi.net LinkedIn

With nearly four decades of experience in the investment industry, Sarah is an experienced advisor and leader at Vision Capital. She is a CERTIFIED FINANCIAL PLANNER™ professional and works directly with clients to provide advice on financial planning and asset management.

  • About Sarah
  • Professional
  • Community
  • Education

DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

PUBLICATIONS

  • “A New Way to Use a Prenup,” Wall Street Journal, March 2015.

ASSOCIATIONS

  • Financial Planning Association
  • Women in Insurance and Financial Services

CURRENT

  • Board Member, Hopewell House
  • Member, Women’s Foundation of Oregon, 2016 to Present
  • Member, Finance Committee, Friends of the Columbia Gorge
  • Board Member, Girls Rugby, Inc.

PAST

  • Board Member, Friends of the Columbia GorgeBoard Member, Meals on Wheels, 2010 to 2011
  • Board Member, Meals on Wheels, 2010 to 2011
  • Bachelor of Science in Economics, University of Oregon

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More Posts

Financial Planning Video: Important End-of-Year Reminders

Financial Planning Video: Medicare Open Enrollment

Investment Strategy Update: Rate Cuts to the Rescue

Post Categories

  • 401K
  • 529 PLAN
  • CHARITABLE GIVING
  • DIVORCE
  • ECONOMY
  • ELLEVATE NETWORK
  • ESTATE PLANNING
  • FIDUCIARY
  • FINANCIAL ADVISOR
  • FINANCIAL PLANNING
  • HEALTH INSURANCE
  • HOME OWNERSHIP
  • INSURANCE
  • INVESTMENT MANAGEMENT
  • INVESTMENTS
  • MEDICARE
  • NIKE
  • OREGON
  • OREGON ECONOMY
  • PARENTING
  • PERSONAL FINANCE
  • REAL ESTATE INVESTING
  • RETIREMENT PLANNING
  • SOCIAL SECURITY
  • TAX PLANNING
  • UNCATEGORIZED
  • WOMEN

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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