Robert Aamodt
CFP®, MBA
Rock House Financial
Financial Advisor and Founder
Robert Aamodt
CFP®, MBA
Rock House Financial
Financial Advisor and Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Aamodt, CFP®, MBA
Fee-Only financial planner located in Farmington, UT, serving clients locally and across the country
Robert Aamodt is a Farmington, UT fee-only financial planner. Rock House Financial provides comprehensive and objective financial planning and investment management to help individuals and families, women, business owners, and social influencers organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Aamodt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bob Aamodt, CFP®, MBA is the founder of Rock House Financial. As a CERTIFIED FINANCIAL PLANNER™ practitioner with over 21 years’ experience as a professional financial advisor, he is well known for his deep expertise, integrity, and client accountability.
Bob began his advising career with American Express Financial Advisors in 1998. He went independent in 2005 in order to have more personal interaction with his clients and offer a fully independent, comprehensive solution. In 2007, he moved his firm to a renovated historic Farmington building and has added additional advisors over the years as the consultancy has grown.
To remain technically proficient, Bob pushes himself and his staff to use the most current investment tools and resources available, continually adding to his education with professional course work and independent study. Each year, he personally spends between 50 to 70 hours receiving professional training. Bob has worked as an adjunct professor of finance at the University of Utah and his technical expertise is relied upon in a wide range of situations.
Before his career in financial advising, Bob had already led a privately-held software company and built and sold his first business. As a result, he offers a uniquely experienced perspective to his clientele, many of whom are themselves, self-made entrepreneurs.
Bob received both his B.A. in Business and his MBA from the David Eccles School of Business at the University of Utah. In addition to his passion for his clients, Bob has an equal commitment to his family and civic duties. He enjoys combining his personal interests with the business as much as possible, especially in his leadership positions with the Boy Scouts of America. He enjoys rock climbing, skiing, two-on-two competitive beach volleyball, kayaking, and camping with his family. Bob also has a beautiful singing voice and has been a member of the Utah Chamber Artists and Utah Symphony Chorus. He and his wife, Julie, are the parents of five children.
Robert Aamodt is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Locally owned and independent, Rock House Financial is passionate about helping you create a more confident financial future. We are fiduciaries who offer fee-only financial planning, investment management and tax strategies to help you minimize financial stress and achieve your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- 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
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Robert Aamodt is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Robert Aamodt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Robert Aamodt is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Robert Aamodt
Office Locations:
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630 N Main St
Farmington, UT 84025
