Sarah Quist, CFP®
Managing Director, Principal
sarah@vcmi.net | 503 731 7305 | LinkedIn
With nearly four decades of experience in the investment industry, Sarah is an experienced advisor and leader at Vision Capital. She works directly with clients to provide advice on financial planning, asset management, and divorce analysis.
Sarah was born into this business. Sitting on a trading desk at the age of 21, she learned resiliency and how to fight for her clients early on. She has the most loyal clients we’ve seen. Like her four boys, they know that she will literally do anything for them. She lives outside the box and has a passion and talent for sports photography.
DESIGNATIONS
- CFP®
PUBLICATIONS
ASSOCIATIONS
- Financial Planning Association
- Women in Insurance & Financial Services
CURRENT
- Board Member, Hopewell House
- Member, Women’s Foundation of Oregon, 2016 to Present
- Board Member, Friends of the Columbia Gorge
- Board Member, Girls Rugby, Inc.
PAST
- Board Member, Meals on Wheels, 2010 to 2011
Bachelor of Science in Economics, University of Oregon, 1986
