Bob Rall, CFP®

Rall Capital Management

Central Florida

• Financial Planning
• Portfolio Management
• Asset Management

• Retirement Planning
• Tax Planning
• Portfolio Analysis

• Wealth Management
• Estate Planning
• Portfolio Management

About Me

About My Firm

Title in the firm

Founder and President

Licenses, Certifications and Designations:

CFP®

Biography:

Robert J. Rall, CFP® is a Certified Financial Planner with almost two decades of experience serving client's financial needs. Before opening Rall Capital Management, Inc., he gained significant investment experience in the brokerage industry. With a passion for the investment and planning world, but a disdain for how most investment advisors are compensated, he started working as an independent registered investment advisor under the fee-only model in the year 2000.

Bob, his wife Gina, and Bob's two children are actively involved in the community in Brevard County. The entire family serves as volunteer coaches for Brevard County's Special Olympics program. This involvement has led to wonderful relationships with some of the special-needs citizens and is a very powerful part of Bob's family life. In his free time, Bob is a dedicated marathon runner and is working towards his goal of completing a marathon in each of the 50 states.

Bob's son, Adam, attends the University of Central Florida. His daughter, Jenna, attends Brevard Community College.

Working in Financial Services Since:

1991

Education:

Bachelor of Science in Communications from Ohio University

Bob Rall - Rall Capital Management