Robert Rall (CFP®)

Robert Rall focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Rall Capital Management is an independent, fee-only financial planning and investment management firm located in Historic Cocoa Village on Florida's Space Coast.  We help our clients address all areas of their financial lives, making sure that their investments, retirement plans, insurance coverages, tax and estate plans are all working in concert with each other, maximizing the possibility that they can achieve all they want in their lives.  

We develop a custom financial plan for each client, helping them to identify, and quantify, their short-term and long-term financial goals.  We know that a plan is based on many assumptions that will change over time, so we meet regularly to review and update the plan for the changes that life will inevitably bring.  

When it comes to portfolio management, we know that we can't control or predict the market, so we don't try.  Instead, we focus on controlling what we can control.  We can control the risk in the portfolio by the asset allocation we use.  We can control the costs in the portfolio by using broadly-diversified, extremely low-cost investment vehicles.  And to a certain extent, based upon the individual situation, we can control the tax consequences of a portfolio.

We pride ourselves on the relationships we have built, and maintained, over the years with our clients.  We work with a select group of clients and will only work for those who we can make a major impact.

Additional Information

Bob and his wife, Gina, are both active members of the local running community.  Before being slowed by Bob’s partial knee replacement a couple of years ago, they enjoyed traveling to different parts of the country to run marathons.  They have both completed more than 20 full marathons, a number of half-marathons, and they still participate in many local races of various distances.  Bob serves on the Board of the Space Coast Runners, a non-profit group promoting fitness through running and walking in the Brevard County area. 

Bob, Gina, and Bob’s children, Adam and Jenna, are deeply involved with Brevard County Special Olympics.  They serve as volunteer coaches for the Central Brevard track and field team from January through May each year.  Bob and Adam also play for the Brevard County Unified Softball Team, which integrates special athletes and “partners” competing together. The team won the Gold Medal at the 2014 Special Olympics USA Games, representing Team Florida. The relationships that Bob and his family have developed with some of our special citizens have become a very powerful part of their lives.

Bob graduated cum laude from Ohio University in Athens, Ohio with a Bachelor’s of Science degree in Communications.  Having grown up in Columbus, he is an ardent fan of The Ohio State Buckeyes.  He also enjoys cycling, tennis, and is learning to play the piano.

NAPFA Start Date

May 25, 2012

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This Office

573 Barnes Blvd Suite 103 Rockledge, FL 32955 Phone: (321) 452-1251 Fax: 888-452-8851