Financial Advisor Portland Oregon

Vision Capital

  • About
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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • Courtney Mersereau, CFP®
      • Heidi Jeromanovs, CFP®
      • John LaBarca, CFA, CPA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katie Cummings
      • Emily Arnold
      • Ian Boehme, CFA
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  • (800) 707-5335

Sarah Quist, CFP®, CDFA

Financial Advisor Sarah Quist

Sarah Quist, CFP®, CDFA

Director of Client Relationships, Principal

sarah@vcmi.net | 503 731 7305 | LinkedIn
Sarah leads our Individual Wealth Management practice and has over 30 years of investment experience. She works directly with clients to provide asset management, financial planning and divorce financial analysis.
  • About Sarah
  • Professional
  • Community
  • Education
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 is happy as long as her children (and maybe a chocolate chip cookie or two) are nearby.

DESIGNATIONS

  • CFP®
  • CDFA Certified Divorce Financial Analyst

PUBLICATIONS

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

ASSOCIATIONS

  • Financial Planning Association
  • Women in Insurance & Financial Services
CURRENT

  • Member, Women’s Foundation of Oregon, 2016 to Present

PAST

  • Board Member, Meals on Wheels, 2010 to 2011
Bachelor of Science in Economics, University of Oregon, 1986

Certifications and Associations

Certified Women Owned Business

Certified
Private Wealth Advisor

Certified Financial Planner
Chartered Financial Analyst
Certified Divorce Financial Analyst
Financial Planning Association Member

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