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®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
    • Careers
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    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
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    • Women Seeking Female Financial Advisors
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Stacy Sizemore, IACCP®

Stacey Sizemore Vision Capital Compliance

Stacy Sizemore, IACCP®

Chief Compliance Officer

stacy@vcmi.net
Stacy joined Vision Capital as Chief Compliance Officer in 2022. She is an employee of tru Independence and brings almost two decades of experience in compliance as a partner to our team at Vision Capital.
  • About Stacy
  • Professional
  • Education
Stacy’s love for organization made compliance a perfect career choice. She enjoys taking the pain out of compliance for everyone involved. As a proud native to Portland, she takes advantage of the big city and the nearby mountains, beaches and desert to spend time with her husband and daughter. In addition to her family, Stacy has a passion for dogs and is a Patreon for the Be Like Josh Foundation, an organization dedicated to the study and advocacy for dogs with neurological disabilities. Of course, her own dog Molly, a Peekapoo is always number one.
DESIGNATIONS

  • IACCP® – Investment Adviser Certified Compliance Professional

PUBLICATIONS

  • What Financial Advisors Should Know About SEC Rules Allowing Testimonials, U.S. News and World Report, 2021
  • Big Firms Likely to Benefit from SEC Advertising Regulation Update, Financial Planning, 2021
  • Digital Marketing – Know Social Media Rules, Investors.com, 2020
  • The Roadmap to Compliance with Stacy Sizemore, Podcast “Indie Advisor”, 2022
  • Staying True to PTE, WealthManagement.com, 2022

ASSOCIATIONS

  • Greater Portland Compliance Association (GPCA)
  • Portland Chapter of the Women Leaders Association
Bachelor of Science in Sociology and Journalism, Oregon State University, 1990

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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