Bob Rall
CFP®
Rall Capital Management
Financial Advisor
Bob Rall
CFP®
Rall Capital Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bob Rall, CFP®
Fee-Only Financial Planner located in Rockledge and serving the entire Brevard County area.
Bob Rall is a Rockledge, FL fee-only financial planner. Rall Capital Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bob Rall is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
With a career that spans more than 30 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.
Bob Rall is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Rall Capital Management is a fee-only, independent Registered Investment Advisory firm providing comprehensive financial planning and investment management services. With offices in Rockledge, Florida, 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Young Professionals
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bob Rall is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bob Rall is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bob Rall is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Bob Rall is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Bob Rall is Quoted in Investor's Business Daily: "The Kids Are Alright: How Advisors Help Them Succeed As Planners"
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Bob Rall is Named in InvestmentNews List of "The 15 financial advisers all advisers should follow on Twitter"
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Bob Rall is Quoted on FinancialAdvisorIQ: "Why Advisors Still Have an Uneasy Relationship With Insurance Planning"
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Bob Rall Contributes to the Journal of Financial Planning: "Lost a Client Learned a Lesson"
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Bob Rall is Featured on TheStreet.com: "Ask Bob: If my spouse takes Social Security early, will that impact my benefit when he dies?"
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Bob Rall is Mentioned in The Orlando Sentinel: "Ask an Expert: Hotline provides answers about retirement, investing and more"
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Bob Rall is Quoted on Kitces.com: "Policy-Based Financial Planning: Linking Financial Life Planning To Actionable Recommendations"
Contact Bob Rall
Office Locations:
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573 Barnes Blvd
Suite 103
Rockledge, FL 32955
