Financial Planning, Portfolio Analysis, Portfolio Management
Central Florida
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. Bob and Gina are also volunteer coaches for the Leukemia and Lymphoma Society's Team-In-Training program. 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 Merritt Island High and is a member of the "Marching Mustangs."
Geographic Area Served: Central Florida
Services: Financial Planning, Portfolio Analysis, Portfolio Management
Fee Details: Rall Capital Management, Inc. is a fee-only Registered Investment Advisory firm.