Vancouver (Portland) Financial Advisors

The Financial Engines Advisor Center in Vancouver serves the areas of Vancouver, Camas and the north Portland area to help clients meet their financial goals. Through a personalized investment plan, we can assist you with a 401(k) rollover to a professionally managed account, saving for a child’s education or developing a retirement strategy.

Office Location

305 SE Chkalov Drive
Suite 113
Vancouver, WA 98683
Map Office
Phone: (360) 882-4900
Toll Free: (855) 882-4900
Fax: (360) 882-4905

Our Investment Advisors

David Fennell
Senior Vice President - Financial Planning
Eric Peterson
Senior Vice President - Financial Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Our Team

Kristi Duer
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