Robert  Pool

Robert Pool

| CFP®, ChFC®, MSFS, CFS

Fort Vancouver Investment Management, LLC

(360) 823-0477

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Fee Only Financial Planner Located in Vancouver, WA and the Entire Portland, OR Region

Specialties

  • Fee-Only Financial Services
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Planning for Business Owners
  • High Net-Worth Clients
  • Women's Financial Issues
  • Required Minimum Distributions
  • Tax Planning
  • Cash Flow from Investments
  • Asset Allocation
  • Longevity Planning

Website

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1607 Officers Row
Vancouver, WA 98661

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Robert Pool is a Vancouver, WA Fee-Only Independent Investment Advisor serving Vancouver and all surrounding areas. Fort Vancouver Investment Management, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Robert Pool is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Rob’s commitment to helping everyday people manage their money is firmly grounded in a career that spans more than two decades, including advisory, supervisory and educational expertise within the investment management, financial planning and real estate industries.

While assisting a broad range of clients within Fortune 500 companies such as American Express and Charles Schwab, Rob became convinced that solid, objective advice and hands-on relationship-based service were the keys to helping investors define and achieve their unique financial goals. In 2002, to best offer this level of care, Rob joined a team of like-minded colleagues at an independent Registered Investment Advisor firm where he served as partner, Chief Compliance Officer, and Investment Manager. In 2010, Rob formalized his ownership interest there into what is now Fort Vancouver Investment Management, LLC.

Beyond serving clients, Rob also actively seeks to enhance financial literacy in his community and around the globe. As a volunteer for the Foundation for Personal Financial Education, he has been invited to speak by a number of local businesses such as Cascade Corporation, Micron Technology, and Leatherman Tool Company; as well as other organizations including the Oregon Bar Association and the Veteran’s Administration. Extending his outreach efforts, he is a board member for LEAD International (www.leadinternational.com), a non-profit organization devoted to breaking poverty cycles in West Africa.

Rob’s dedication to his craft also is evident in his exemplary education and credentials. He earned his bachelor’s degree in business management from George Fox University and holds a master’s degree in financial services from the Institute of Business and Finance. Rob is also a Certified Financial Planner® and a NAPFA Registered Financial Advisor.

On a personal note, Rob is husband to Valerie, and father to their children Kayla, Grace and Joshua. Rob is an avid outdoorsman. His personal goals include hiking the Pacific Crest Trail. So far, he has completed Oregon and portions of Washington.

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Fort Vancouver Investment Management LLC
is an independent (fee-only) Registered Investment Advisor firm located on historic Officers Row in Vancouver, Washington.

We help our clients make sense of a complex, globally connected, financial world by bringing clarity and focus to what is relevant to their personal goals and objectives. By partnering with us in this manner our clients can spend their time and energy on the things in life most important to them and their unique lifestyle.

We take the task of managing investments for our clients very seriously. We don’t speculate, make predictions, or take unnecessary risk. We structure and manage portfolios that are practical in nature and are designed in such a manner as to give our clients a high probability of a lifetime of financial independence.

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