Chris Sizemore, CPWA®, CMFC
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Serving Clients Nationwide
We are an independent, women-founded, employee-owned financial advisory firm.
Areas of Focus
- Buying a House
- Capital Gains
- Caregiving for Parents
- Cash Flow
- Education Distribution Planning
- Education Funding
- Education Funding Vehicles
- Education Needs and Funding Analysis
- Emergency Savings
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Family and Money
- Financial Life Planning
- Giving
- High Net Worth
- Inherited Wealth
- Insurance
- Investment Management
- Loss of Spouse or Partner
- Money Psychology
- Multi-Generational Wealth
- Retirement Planning
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Social Security
- Taxes
- Women & Wealth
About Chris Sizemore, CPWA®, CMFC
Chris leads the client service team at Vision. He has earned his Certified Private Wealth Advisor (CPWA) and Chartered Mutual Fund Counselor (CMFC) designations. He possesses in–depth knowledge and experience in helping clients identify and achieve their financial goals.Meeting Chris today, you would have no idea that he ended up in this business by accident. He loves (and is really good at!) breaking down complex financial concepts so that his clients can easily understand what is happening in their portfolios. That’s probably because he spends his time outside the office coaching basketball. He’s the kind of coach who will make every kid (and client) feel successful.
Professional Designations
- Certified Private Wealth Advisor (CPWA)
- Chartered Mutual Fund Counselor (CMFC)
Affiliations
- Investments & Wealth Institute
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
Bachelor of Arts in Political Science, Pacific Lutheran University, 1994
Volunteer Experience
Tigard High School – Assistant Coach – Girls Varsity Basketball
Hobbies and Interests
- Basketball
- Exercising
- Grilling
- Movies
- Music
- Running
- Sports
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- College Graduates
- College Students
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Expats
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Jewish
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Newly Engaged / Newlywed
- Non-Traditional Clients
- Nonprofit Employees
- Parents
- Physicians
- Private Foundations & Organizations
- Real Estate Agents
- Real Estate Investors
- Technology Professionals
- Women in Transition
- Women Professionals
- Women’s Finance
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