Alan Campbell (CFP®, MBA, MS)

Alan Campbell focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Alan is a graduate of Texas Tech University and holds a Masters of Science Degree in Personal Financial Planning, a Masters Degree in Business Administration from Texas Tech University and a Bachelor of Science Degree in Accounting from Utah State University. He passed the Certified Financial Planner™ examination in July 2005 and was awarded the CFP® certification in 2008. Alan joined Rodgers & Associates in January of 2006 and recently completed his Chartered Retirement Planning Counselor designation requirements. He is part of Rodgers & Associates’ wealth management team and works with both new and existing clients. Alan was Vice-President of the student Personal Financial Planning Association at Texas Tech. He is a member of Lancaster Young Professionals and lives with his wife Amber and their sons Jackson and Marcus in East Hempfield Township. They are both active members of their church.

NAPFA Start Date

May 28, 2015


This Office

2922 Cortez Ave Idaho Falls, ID 83404-7554 Phone: (208) 542-0742 Fax: (208) 542-0760