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This profile was last updated on 11/2/2016 and contains contributions from the  Zoominfo Community.

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Wrong Bob Aamodt?

Bob Aamodt

Email: b***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Background Information

Employment History

United Planners


Financial Advisor and Partner

Knox Capital Group


Marketer

Bob Aamodt Inc


Adjunct Professor of Finance

University of Utah


Affiliations

Rock House Financial LLC

Founder


Davis Chamber of Commerce

Board of Governors Member


Trapper Trails Council

Chairman for the Investment Committee


Utah Symphony Chorus

Member


Utah Chamber Artists

Member


Education

B.A.

Business

David Eccles School of Business at the University of Utah


MBA

David Eccles School of Business at the University of Utah


Web References(20 Total References)


The Community Foundation of Utah | Professional Advisors Committee

www.utahcf.org [cached]

Bob Aamodt is the founder of Rock House Financial, LLC.
He was dean's scholar in his MBA graduating class at the University of Utah, and later joined the faculty as an adjunct professor of finance. His knowledge and mastery of investment skills and products have earned him the prestigious designation of Certified Financial Planner™ professional.


Bob Aamodt, CFP®, MBA | Knox Capital

www.knoxcap.com [cached]

Bob Aamodt, CFP®, MBA
Bob Aamodt, CFP®, MBA Financial Advisor and Partner Click Here to schedule a meeting with Bob Bob leads the investment team at Knox Capital and has direct charge over portfolio management, investment allocation and selection of securities. Following his MBA, Bob was asked to teach in the Finance Department at the University of Utah as an adjunct professor. From 1996-1999, Bob taught undergraduates the underpinnings of Modern Portfolio Theory and Intermediate Investments. He brings a strong academic based style to the investment approach at Knox. As a Certified Financial Planner, Bob takes seriously his ethical duty to understand a clients situation and provide world-class financial advice. He has built excellent client service systems and thoroughly enjoys getting to know each of his clients and advising them on their important financial decisions. Knowing that financial planning can make a difference in the lives of his clients, Bob is an active advocate for the financial planning industry and currently serves as the Program Chair for the Financial Planning Association of Utah. Bob loves to be outdoors and enjoys rock climbing, skiing, two-on-two competitive beach volleyball, kayaking and camping with his family. A life long singer, Bob has added his voice to the Utah Symphony Chorus and Utah Chamber Artists.


Advisors

www.knoxcap.com [cached]

Bob Aamodt | Partner/Investment Advisor
Bob is the chairman for the Trapper Trails Council Investment Committee.


utahcf.org

Bob Aamodt is a Partner and Investment Advisor with Knox Capital Group.
He was dean's scholar in his MBA graduating class at the University of Utah, and later joined the faculty as an adjunct professor of finance. His knowledge and mastery of investment skills and products have earned him the prestigious designation of Certified Financial Planner™ professional.


Rock House Financial - Home

www.rockhousefinancial.com [cached]

Bob Aamodt, CFP®, MBA
Founder Bob Aamodt, CFP®, MBA Email: bob@rockhousefinancial.com Bob Aamodt, CFP®, MBA is the founder of Rock House Financial. As a CERTIFIED FINANCIAL PLANNER™ practitioner with over 17 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. Bob joined United Planners in 2015. 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.


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