Vista Capital Partners, Inc.
Vista Capital Partners, Inc. (CRD# 114913) is a financial advisory firm headquartered in Portland, OR. They manage $2,656,805,764 in 2,368 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management2,657MILLION
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Total Number of Accounts2,368ACCOUNTS
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Average Account Value$1,121,962
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, LA, NH, OR, TX, WA
Jessica Allison (CRD# 5690348) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 4 years of experience in the finance industry. Jessica Allison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Darkins (CRD# 6526796) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 6 years of experience in the finance industry.
Jonathan Gannon (CRD# 6157624) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 9 years of experience in the finance industry. Jonathan Gannon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Greenman (CRD# 4969019) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 17 years of experience in the finance industry.
Douglas Johanson (CRD# 4324645) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has 1 year of experience in the finance industry.
Cara Miller (CRD# 5685873) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 4 years of experience in the finance industry.
Michael Oreilly (CRD# 2440647) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 28 years of experience in the finance industry.
Douglas Post (CRD# 5451042) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 14 years of experience in the finance industry.
Christopher Roberts (CRD# 5816386) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 4 years of experience in the finance industry.
Julia Tierney (CRD# 6470516) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 7 years of experience in the finance industry.