Craig L. Israelson

Craig L. Israelson Ph.D.

Craig L. Israelsen, Ph.D., is an Executive-in-Residence in the Financial Planning Program at Utah Valley University (UVU) in Orem, Utah.

He holds a Ph.D. in Family Resource Management from Brigham Young University (BYU). He received a B.S. in Agribusiness and an M.S. in Agricultural Economics from Utah State University.

Prior to teaching at UVU he taught at BYU and the University of Missouri-Columbia.

Primary among his research interests are the analysis of mutual funds and the design of investment portfolios. He writes for Barron’s and Financial Planning Magazine and is a regular contributor to and His research has also been published in the Journal of Financial Planning, Journal of Asset Management (U.K.), Journal of Performance Measurement, Asia Financial Planning Journal (Singapore), Journal of Family and Economic Issues, and Financial Counseling and Planning.

His research has been cited in the Christian Science Monitor, Wall Street Journal, Newsweek, Forbes, Smart Money Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones Market Watch, Family Circle Magazine, and Bottom Line Personal.

Dr. Israelsen is the developer of the 7Twelve Portfolio and the author of four books. His most recent books include 7Twelve: A Diversified Investment Portfolio with a Plan (John Wiley & Sons, 2010) and Start Investing Now (Amazon, 2018).

He is married to Tamara Trimble. They have seven children: Sara, Andrew, Heidi, Mark, Nathan, Emma, and Jared. Hobbies include running, biking, swimming, woodworking, and family vacations. He has competed in the Boston Marathon five times but has never won.

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