Rod Kamps
President & CEO
Designations & Licenses: CFP®, AIF®
Rod is the President, Founder, and acting Senior Financial Consultant at Financial Advisors Network, Inc. (FAN). Under Rod’s guidance, FAN has grown to serve more than 650 households and currently manages more than $800 million in advisory assets.
Rod has set up a comprehensive financial planning firm that works closely with FAN Tax Planning Group and FAN strategic partners: First Trust Deed Investments, Inc. (specializing in alternative investments), and Independent Recordkeeping Services, Inc. (specializing in Recordkeeping services for qualified and non-qualified retirement accounts.
In addition, Rod has developed strategic alliances that assist in estate planning, insurance planning, and direct lending. These strategic alliances also adhere to FAN’s Core Values of:
- Timely
- Thorough
- Transparent
- Team Oriented
- Integrity
Rod regularly meets with clients to discuss their financial situations while focusing on providing transparency toward three key questions:
- Do I have enough money to retire or stay retired?
- How long will my money last?
- Am I paying as little in taxes as I legally have to?
He has developed a skilled team that can address daily client needs and concerns. Along with having extensive knowledge in financial and estate planning, Rod also has expertise in Insurance, Investments, Taxes, and Real Estate.
Rod holds the following licenses and certifications:
- BS degree in Business Administration
- CFP® Professional (CERTIFIED FINANCIAL PLANNER™)
- AIF® (Accredited Investment Fiduciary®)
- Series 65 (Uniform Investment Advisor Law Registration)
- Life, Health & Accident Insurance Licenses (California)
Rod has been in the finance business since 1989. Before launching FAN, Rod established Kamps Asset Management Planning Service, Inc (KAMPS, Inc). This company has become the holding company for the businesses Rod works with today. Before setting up KAMPS, Inc he was a Senior Financial Consultant for Cal Fed Investments running many locations in the LA and Orange County region while managing more than $500 million.
Over the years, Rod has developed portfolio model strategies personalized to assist in meeting client investment goals and risk characteristics. Financial education is important to Rod. To help inform clients and the community about financial topics, Rod and his team teach many classes and seminars. The educational events cover topics such as: Investments, Retirement, Financial Planning, Social Security and Medicare, Tax Planning, and more.
Rod has developed relationships with many industry professionals who offer customized services to FAN clients as Strategic Alliances. Some of these strategic alliances include CPAs, Estate Attorneys, Property Managers, Real Estate Brokers, and Real Estate Attorneys. We believe our clients have found that our “one-stop-shop” approach to wealth management has served them far more than many other firms because of the diverse and custom services available to them.
Rod has been married to his wife Amy since 2001 and together they have three beautiful daughters (Allison, Avery, and Alexa). He is an active volunteer in his daughters’ extracurricular activities. Rod has strong family values that he applies to his investment strategies and client relationships. He is an avid sports enthusiast who can usually be found on the weekends at various sporting events with his family, team, and clients. Rod has spent most of his life in Southern California and currently resides in Tustin.