Bob Rall| CFP®
Rall Capital Management
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Analysis
- Middle Income Client Needs
- Fee-Only Financial Planning
- Objective Financial Advice
- Hourly Fee Consultations
- Tax Planning
Cocoa, FL 32922
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Bob Rall is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Rall Capital Management, an independent, fee-only advisory firm serving individuals and families from its offices in Cocoa, FL, and Columbus, OH.
With a career that spans more than 25 years in the financial services industry, Bob Rall, CFP®, has a passion for helping families achieve a better return on life through comprehensive financial planning and investment management.
Bob began his career with Prudential Insurance and later joined the Dean Witter brokerage firm in Cocoa Beach, Florida. He soon realized that though he enjoyed the relationships he had developed with clients, he felt disdain for Wall Street’s culture. In 2000, he joined an independent, fee-only financial planning and investment management firm, and in 2004, he launched his own independent, fee-only firm, Rall Capital Management.
While most advisory firms focus on ultra-high-net-worth clients, Rall Capital Management caters to an underserved group, the so-called “mass affluent.” These are the families of more modest means with less room for error when planning their financial futures and managing their investment portfolios. Bob finds gratification in providing the quality financial planning and investment management services they need to achieve all that they want in life.
Bob is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA). He is a contributing writer for the Journal of Financial Planning and has served in a variety of volunteer positions with the FPA.
Away from the office, Bob and wife Gina are active members of the local running community. His passion for running has led him to serve on the board of Space Coast Runners, a nonprofit group promoting fitness through running and walking. In addition, Bob, Gina, and their adult children, Adam and Jenna, are deeply involved with Brevard County’s Special Olympics program. The relationships the family has developed through the program have become a powerful part of their lives.
Rall Capital Management is a fee-only, independent Registered Investment Advisory firm providing comprehensive financial planning and investment management services. With offices in Cocoa, Florida, and Columbus, Ohio, we are a family owned and operated firm striving to serve other families so they can achieve a better return on life.
Founded by Bob Rall, CFP®, in 2004, we have focused from the start on building long-term relationships with our clients. We consider ourselves advocates for our clients, with every recommendation we give based on their best interests.
We get to know each client’s situation in depth and provide personalized strategies that include investments, insurance needs, retirement plans, taxes, education funding, and legacy wishes. Comprehensive planning like this helps our clients see the big picture and make better decisions. And because we have taken the time to get to know them, we are able to hold them accountable and help them move steadily forward in achieving their goals.