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
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
    • 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
  • Resources
    • Events
    • Blog
    • FAQ
    • Contact
  • Client Portal
  • Contact

Sarah Quist, CFP®, CDFA

Financial Advisor Sarah Quist

Sarah Quist, CFP®, CDFA

Managing Director, 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 has a passion and talent for sports photography.

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
  • 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

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

    © 2023 Vision Capital Management, Inc. | Privacy Policy | ADV Brochure | ADV Supplement | Form CRS