Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. Find out right now if your current investment allocation is right for you by clicking the box below.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
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Meet Our Advisors
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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.
Nicole Polatis, CFP®, started in portfolio management researching stocks, but after hours alone with a computer, she quickly realized she wanted a career with more personal interaction and a direct impact on people’s financial lives. After changing her focus to personal finance, she obtained the CERTIFIED FINANCIAL PLANNERTM certification to provide the highest standard of service to her clients. She still uses her research skills to understand the best investments and strategies to help her client’s achieve their goals. Her favorite parts of the job are connecting with her clients and providing financial education. Nicole is passionate that everyone should have a personalized financial plan to help them in making decisions. She participates regularly in continuous education to stay up to date, and has focused on the areas of Social Security and Federal Employee Benefits and is certified as a Chartered Federal Employee Benefits Consultant, ChFEBCsm.
Nicole grew up on a potato farm in Pingree, Idaho. She graduated from Brigham Young University with a degree in Business in 2011. She has worked in portfolio management, spent time at Fidelity Investments learning trading and annuities, then starting working directly with clients at Waddell & Reed Financial Advisors. In 2017, she joined United Planners Financial Services dba Rock House Financial in order to provide her clients with a well supported and comprehensive experience.
Nicole loves to be in the mountains biking, snowboarding, and skiing. She likes to be involved with the community and is a member of the BYU Management Society and the Junior League of Salt Lake City.
Nicole Polatis is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA|SIPC. Rock House Financial and United Planners are independent companies.
Investment Advisory Services offered through RH Advisors, LLC, a registered investment advisor. Securities offered and sold through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA|SIPC. RH Advisors, United Planners, and Rock House Financial are independent companies.