Robert Pool (CFP®, CFS®, ChFC®, MSFS)

Robert Pool focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Our specialty is retirement and investment planning. Our primary focus is giving our clients the highest probability available in achieving or maintaining financial independence. To accomplish this, we believe in an appropriate balance of growth and capital preservation investments. We help clients manage investments and consider tax efficiency, total investment cost, risk tolerance, and performance.

Additional Information

 

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. Rob recently 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 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.

NAPFA Start Date

April 23, 2003

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This Office

1607 Officers Row Vancouver, WA 98661-3862 Phone: (360) 823-0477 Fax: (360) 695-5987