Courtney L. Mersereau,  CFP<sup>&reg;</sup> - Financial Advisor

Courtney L. Mersereau, CFP®

Client Relationship Manager

Vision Capital Management

One SW Columbia, Ste 915
Portland, OR 97258
FINANCIAL ADVISOR'S WEBSITE
(503) 731-7303 CONNECT WITH Courtney
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General

Courtney Mersereau is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vision Capital Management in Portland, OR and the surrounding communities.

Financial Advisor Overview

As a CERTIFIED FINANCIAL PLANNER™, I'm passionate about helping people navigate their financial lives with confidence. I believe that providing effective financial planning and investment management starts with my commitment to do what's best for you, the client.

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Financial Advisor Experience

Please see my LinkedIn profile: https://www.linkedin.com/in/courtneymersereau

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources