Robert Aamodt (CFP®, MBA)

Robert Aamodt focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Tax Planning

Planning Specialties

Bob has deep expertise in working with Businesses Owners, helping them with:

  • Entity Structure - for liability protection and tax minimization
  • Business Valuation
  • Business Continuity-  making plans for disability, death, succession, or sale of the business
  • Tax Planning
  • Owner and Corporate Benefits
    • Qualified Plans (401k,SIMPLE IRA, etc)
    • Non-Qualified Deferred Compensation Plans
    • Executive Bonus and Compensation
    • Stock Plans
    • Health Plans
    • Other Fringe Benefits
  • Retention of Key Persons
  • Comprehensive Personal Financial Plan for the Business Owner
    • Retirement Planning
    • Tax Planning
    • Cash Flow Review
    • Personal Net Worth
    • Investment Plan
    • Insurance
    • Estate Plan

Additional Information

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. 

To remain technically proficient, Bob and his staff to use the most current investment tools and resources available, continually adding to his education. 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.

NAPFA Start Date

June 09, 2020

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This Office

630 N Main St Farmington, UT 84025-3652 Phone: (801) 447-4200