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
  • How We Help
    • 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
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
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Women Seeking Female Financial Advisors

Female Financial Advisors

We understand the collective impact and economic power women hold. How? As a firm founded and led by women, we are part of that collective group. We also know some women feel lost, intimidated by investing, or left behind because of life and societal circumstances beyond their immediate control: unequal pay, career disruptions due to raising families or caregiver responsibilities, the sudden loss of a partner, etc. We can relate to you as peers and we are especially motivated to help remove the barriers and access to smart investment management and financial planning that many women have faced in the past.

Listening is our top priority; you have unique needs, strengths, and challenges and we want to spend time understanding who you are, what you’re passionate about and how your money fits into your life. As your partners, our goal is to help you see what we see: you are not afraid to sit at the table and with our support and education, you are more than capable of making smart financial decisions with confidence.

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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