Katelyn Cummings, 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
- Banking
- Budgeting
- Buying a House
- Capital Gains
- Career
- Caregiving for Parents
- Cash Flow
- Choosing a Financial Advisor
- Compensation Planning
- Education Distribution Planning
- Education Funding
- Education Funding Vehicles
- Education Needs and Funding Analysis
- Emergency Savings
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Faith-Based Investing
- Family and Money
- Financial Life Planning
- Financial Therapy
- Giving
- Having a Baby
- Health Care Planning
- High Net Worth
- Inherited Wealth
- Insurance
- Investing
- Investment Management
- Job Loss
- LGBTQ Couples
- Loss of Spouse or Partner
- Money Psychology
- Multi-Generational Wealth
- Owning a Business
- Prioritizing Money
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Social Security
- Socially Responsible Investing
- Taxes
- Women & Wealth
- Work from Home
About Katelyn Cummings, CFP®
Katie is a CERTIFIED FINANCIAL PLANNER™ professional and works with individuals and multi–generational families, providing them with financial planning and investment management advice.Katie has a genuine knack for connecting with people of all backgrounds, ages, and experiences. She is a trusted resource for her clients, helping them navigate their wealth journey with confidence. Her enthusiasm is irresistible, and our clients say they appreciate her sincere listening and commitment to solving any issue that may arise. It makes sense that she is a competitive athlete who never stops challenging herself. Katie loves swimming, snowboarding, running, dancing, and gymnastics. Fortunately, she has the energy and determination to perform all at a high level.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- 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
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.
Education
Associate of Science in Business magna cum laude, Portland Community College, 2015 | Bachelor of Science in Business Administration with a specialization in Management and Leadership summa cum laude, Portland State University, 2017
Hobbies and Interests
- Animal Rescue
- Animals
- Beach
- Bird Watching
- Board Games
- Boating
- Camping
- Canoeing
- Cooking
- Crafts
- Cycling
- Dancing
- Eating Out
- Entertaining
- Exercising
- Family
- Gardening
- Hiking
- Movies
- Music
- Painting
- Photography
- Pickleball
- Reading
- Relaxing
- Rock Climbing
- Running
- Sewing
- Shopping
- Skating
- Skiing
- Snowboarding
- Soccer
- Softball
- Sports
- Surfing
- Swimming
- Television
- Tennis
- Theater
- Traveling
- Video Games
- Volunteering
- Walking
- Woodworking
- Working Out
- Writing
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Actuaries
- Airline Pilots
- Americans Living Abroad
- Artists
- Attorneys
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- Caregivers
- Christians
- College Graduates
- Content Creators
- Contractors
- Corporate Executives
- Couples
- Creative Professionals
- Data Scientists
- Democrats
- Dentists
- Disabled Community
- Divorce
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Expats
- Families
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Hispanic | Latino
- Immigrants
- Individuals
- Intergenerational Families
- Investors
- Jewish
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Muslim
- Newly Engaged / Newlywed
- Non-Traditional Clients
- Nonprofit Employees
- Parents
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Retail Industry
- Sales Professionals
- Scientists
- Single Women
- Special Needs
- Specialty Sub-Contractors
- Technology Professionals
- Therapists
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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