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®
    • 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
  • Learn More
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  • Contact

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

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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