NAPFA Fall 2021 National Conference Speaker
Robert Rall
Bob has more than 30 years of experience in the financial services business. In 1991 he joined a major insurance company, giving him his first exposure to helping clients with financial issues. He gravitated towards the investment side of the business and after three years, he joined a major brokerage firm. While he enjoyed helping clients develop and manage their investment portfolios, he had a desire to go beyond their investment portfolio and focus on helping them plan for their future.
In 1997 and 1998, Bob completed the educational and experience requirements necessary to earn the Certified Financial Planner (CFP®) designation. In 2000, he joined an independent, fee-only financial planning firm that was part of a local CPA group. He spent the next four years managing client portfolios and working with them to develop long-term comprehensive financial plans.
A desire to be even more independent led Bob to start Rall Capital Management in September of 2004. While most advisory firms are built to cater to the ultra-high-net-worth client, Bob built Rall Capital Management to cater to an underserved segment of the market, known as the “mass-affluent”. Individuals and families of more modest means have less room for error when planning their financial futures and managing their investment portfolios. This is the group that Bob has focused on serving. 17 years later, the firm has grown steadily and has two full-time employees, both of whom share Bob’s last name. Adam and Jenna, Bob’s adult children, both work with him at Rall Capital Management.
Bob is a member of NAPFA, the Financial Planning Association®, and the XY Planning Network. He has had articles published in the Journal of Financial Planning and several other financial publications. For years, he was the host of a local radio show focused on investments and planning.
Bob and his wife, Gina, are both active members of the local fitness communities. Together, they have traveled to many parts of the country to run marathons. Bob served on the Board for Space Coast Runners for several years, holding several offices, including President and Treasurer. Bob, Gina, Adam, and Jenna are all deeply involved in the Brevard County Special Olympics program. The relationships that they have developed with our “special” athletes has become a very powerful part of their lives.
Bob graduated with a degree in Communications from Ohio University in Athens, Ohio.
One of the things he is proudest of is having built a small, independent and successful firm that allows him to work with his family as they help other families achieve their financial goals.
In 1997 and 1998, Bob completed the educational and experience requirements necessary to earn the Certified Financial Planner (CFP®) designation. In 2000, he joined an independent, fee-only financial planning firm that was part of a local CPA group. He spent the next four years managing client portfolios and working with them to develop long-term comprehensive financial plans.
A desire to be even more independent led Bob to start Rall Capital Management in September of 2004. While most advisory firms are built to cater to the ultra-high-net-worth client, Bob built Rall Capital Management to cater to an underserved segment of the market, known as the “mass-affluent”. Individuals and families of more modest means have less room for error when planning their financial futures and managing their investment portfolios. This is the group that Bob has focused on serving. 17 years later, the firm has grown steadily and has two full-time employees, both of whom share Bob’s last name. Adam and Jenna, Bob’s adult children, both work with him at Rall Capital Management.
Bob is a member of NAPFA, the Financial Planning Association®, and the XY Planning Network. He has had articles published in the Journal of Financial Planning and several other financial publications. For years, he was the host of a local radio show focused on investments and planning.
Bob and his wife, Gina, are both active members of the local fitness communities. Together, they have traveled to many parts of the country to run marathons. Bob served on the Board for Space Coast Runners for several years, holding several offices, including President and Treasurer. Bob, Gina, Adam, and Jenna are all deeply involved in the Brevard County Special Olympics program. The relationships that they have developed with our “special” athletes has become a very powerful part of their lives.
Bob graduated with a degree in Communications from Ohio University in Athens, Ohio.
One of the things he is proudest of is having built a small, independent and successful firm that allows him to work with his family as they help other families achieve their financial goals.
Watch for all the details coming on NAPFA 2022 Events
