Gina Jacobson, CFP®, CDFA

Independent, Women-Owned Fiduciary Financial Advisor

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Vision Capital Management Gina Jacobson, CFP®, CDFA
Portland, OR

Serving Clients Nationwide

Independent, Women-Owned Fiduciary Financial Advisor

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Gina Jacobson, CFP®, CDFA

Gina Jacobson works with clients to provide investment management and financial planning advice. She has been working in wealth management since 2016.

Thanks to her landlord who told her that there was a need for more women in finance, Gina found her passion for empowering women by providing them personal financial tools and guidance. Nothing brings her more joy than giving her clients confidence in their long-term financial plans. When she’s not acting as a financial cheerleader for her clients, Gina enjoys competitive powerlifting, listening to live music or curling up with a good book.

Professional Designations

  • Certified Divorce Financial Analyst (CDFA)
  • 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
  • Percentage of Assets Managed

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

The Vision Capital Management story begins in 1999 with a mother and her daughter wanting to offer their clients something different: a wealth management firm where relationships matter and clients’ needs come before all else.

Today, we are an established, independent, employee-owned financial advisor with an unwavering commitment to our clients and their assets.

Our team is a group of smart, energetic individuals motivated to help you make the most of your finances.
As financial advisors, we believe our job is to provide a comfortable space for our clients to learn and have the tough conversations necessary to achieve their financial goals.

What We Offer

As an independent, fee-only financial advisor, we aren’t incentivized to recommend specific types of investments and are free to design a low-cost investment strategy targeted to your specific vision for the future.

We believe your investment strategy should reflect your financial goals which is why our financial planning services are included in our investment management fee.

Our Story

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 look forward to speaking with you.

Education

Bachelor of Science in Business and Social Science, University of Oregon

Hobbies and Interests

  • Family
  • Music
  • Reading
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Divorce
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Women in Transition
  • Women Professionals
  • Young Families

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