Robert Pool


Fort Vancouver Investment Management

Founder and Investment Advisor

Robert Pool


Fort Vancouver Investment Management

Founder and Investment Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Pool, CFP®, ChFC®, CFS

Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country

Robert Pool is a Vancouver, WA fee-only financial planner.  Fort Vancouver Investment Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Rool is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

If you’re looking to bring clarity to the financial issues that most concern you, Rob Pool offers sound perspective for building long-term wealth. In contrast, many banks and brokerage firms focus on commission-based products, whether or not this is in their clients’ highest interests. Rob’s demeanor may be more sensible than sensational, but make no mistake: 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 Arcadia Investment Advisors, an independent Registered Investment Advisor firm where he served as partner, Chief Compliance Officer, and Investment Manager. In 2012, Rob formalized his ownership interest at Arcadia into what is now Fort Vancouver Investment Management, LLC.

Beyond serving clients, Rob also actively seeks to enhance financial literacy in his community. 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.

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. The Pools live in the foothills of the Cascade Range in Hockinson, Washington. Rob volunteers with County Wide Chaplaincy, a non-profit organization established to provide a chaplain at the scene of any traumatic injury or death within Clark County when requested by the emergency responders.

This advisor has not uploaded a business description yet.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Robert Pool is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • ChFC - Chartered Financial Consultant
    Robert Pool is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • Certified Fund Specialist (CFS)
    Robert Pool is a Certified Fund Specialist (CFS)

    A Certified Fund Specialist (CFS) is a certification indicating an individual's expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. The CFS designation does not license individuals to buy or sell mutual funds; however, in many cases Certified Fund Specialists do have this license, which enables them to buy and sell the funds for their clients.

Contact Robert Pool

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 1607 Officers Row
    Vancouver, WA 98661

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser