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2016-11-02T00:00:00.000Z

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Bob Aamodt

Certified Financial Planner

American Express Company

HQ Phone: (212) 640-2000

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American Express Company

200 Vesey Street 50Th Floor

New York City, New York 10285

United States

Company Description

American Express Company is a services company. The Company's principal products and services are charge and credit payment card products, and travel-related services offered to consumers and businesses around the world. The Company's segments include U.S ... more

Find other employees at this company (42,179)

Background Information

Employment History

Financial Advisor and Partner

Knox Capital Group

Marketer

Bob Aamodt Inc

Adjunct Professor of Finance

University of Utah

Affiliations

Founder
Rock House Financial LLC

Board of Governors Member
Davis Chamber of Commerce

Chairman for the Investment Committee
Trapper Trails Council

Member
Utah Symphony Chorus

Member
Utah Chamber Artists

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 (19 Total References)


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.


Hilltop Times - News Briefs

www.hilltoptimes.com [cached]

Bob Aamodt, a certified financial planner with American Express, will present a variety of financial strategies for improving personal financial portfolios.


Standard Front Page

www.standard.net [cached]

Bob Aamodt of American Express Financial Advisors in Layton was named to the company"s Advanced Advisor Group -- Personal Financial Advisors.Individuals join the group based on experience as a successful financial consultant, professional designations and superior financial planning, quality advice and client service.

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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.

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