Sarah Quist, CFP®
We are an independent, women-founded, employee-owned financial advisory firm.
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Serving Clients Nationwide
We are an independent, women-founded, employee-owned financial advisory firm.
Areas of Focus
- Budgeting
- Buying a House
- Capital Gains
- Caregiving for Parents
- Cash Flow
- Divorce Financial Planning
- Education Distribution Planning
- Education Funding
- Education Funding Vehicles
- Education Needs and Funding Analysis
- Education Tax Deduction and Credit Planning
- Education Tax Planning
- Emergency Savings
- Estate Planning
- Family and Money
- Financial Life Planning
- Giving
- Health Care Planning
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- Loss of Spouse or Partner
- Multi-Generational Wealth
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving
- Saving for College
- Social Security
- Socially Responsible Investing
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Taxes
- Travel
- Women & Wealth
About Sarah Quist, CFP®
With nearly four decades of experience in the investment industry, Sarah is an experienced advisor and leader at Vision Capital. She is a CERTIFIED FINANCIAL PLANNER™ professional and works directly with clients to provide advice on financial planning and asset management.Sarah was born into this business. Following her father into the finance industry, she began her career at the trading desk of Hambrecht & Quist at the age of 21. Early in her role, she learned to be persistent and resilient and how to advocate tirelessly for her clients. Like her four sons, her clients know that they can always rely on her and have been known to seek her advice on topics well beyond wealth management.
Sarah has a passion and talent for sports photography and can often be found on the sidelines of regional athletic events.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We look forward to speaking with you.Offers Investment Management
Yes
About Vision Capital Management
At Vision Capital, we believe in serving clients by:• Nurturing strong, collaborative relationships
• Using our expertise to build dynamic, risk-optimized portfolios
• Empowering them through education
Our collaborative and team-oriented culture started with our founders, Sue McGrath and Marina Johnson. Driven to create something different, this mother-daughter team founded Vision Capital Management in 1999. They established the firm as a Registered Investment Advisor because they believed that the best and most transparent investment advice occurs only when we report directly, and only, to our clients.
From the start, our values centered on providing outstanding client service; the kind of service where our clients call us for just about anything on their to-do list. Each and every client relationship represents our values hard at work; we are their partners and driven only by the motivation to provide the best and most transparent investment management and financial planning services.
We start by listening. We want to understand our clients’ visions of their future based on their aspirations. The next step is to put together a plan that will help make these dreams come true and hopes fulfilled. Lastly, we focus on working on the plan. No detail is too small.
Our firm is employee-owned and majority female-owned. Not only do we bring abundant expertise and a client-centric focus to the table, but we genuinely enjoy what we do. We strongly believe this has something to do with our success and the sustainable growth we have enjoyed over the years.
Our firm is employee-owned and majority female-owned. Not only do we bring abundant expertise and a client-centric focus to the table, but we genuinely enjoy what we do. We look forward to speaking with you.
Education
Bachelor of Science in Economics, University of Oregon, 1986
Volunteer Experience
Board Member, Hopewell House Member, Women’s Foundation of Oregon, 2016 to Present Member, Finance Committee, Friends of the Columbia Gorge Board Member, Girls Rugby, Inc.
Hobbies and Interests
- Baseball
- Basketball
- Beach
- Entertaining
- Exercising
- Family
- Football
- Photography
- Shopping
- Soccer
- Softball
- Sports
- Tennis
- Traveling
- Volleyball
- Volunteering
- Walking
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Artists
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- Christians
- College Graduates
- Contractors
- Corporate Executives
- Couples
- Creative Professionals
- Data Scientists
- Democrats
- Dentists
- Divorce
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Investors
- Jewish
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Nonprofit Employees
- Parents
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Single Women
- Travel Lovers
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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