Bob Rall, CFP<sup>&reg;</sup> - Financial Advisor

Bob Rall, CFP®

President

Rall Capital Management, Inc.

573 Barnes Blvd, Suite 103
Rockledge, FL 32955
FINANCIAL ADVISOR'S WEBSITE
(321) 452-1251 CONNECT WITH Bob
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General

Bob Rall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rall Capital Management, Inc. in Rockledge, FL and the surrounding communities.

Financial Advisor Overview

Rall Capital Management's mission is to make a positive impact on our clients' lives by helping them make informed financial decisions. We add value to our clients' lives by helping them make good financial and investment choices.

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Financial Advisor Experience

I have been providing clients with solutions to their financial issues in a variety of ways since 1991.  Having spent time in the insurance and brokerage worlds, I longed for a career where my success did not depend on selling financial products. I received my Certified Financial PlannerTM designation in 1998 and began providing comprehensive financial planning services to individuals and families. I became a Fee-Only planner in 2000 while working as a Wealth Manager for a local CPA firm. In 2004, I formed Rall Capital Management, a Fee-Only, independent registered investment advisor and financial planning firm. While helping clients with a variety of financial issues, our focus has been helping them prepare and transition into a confident and successful retirement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources