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.