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Bob Rall, CFP®

Your financial partner for the long run.

Rall Capital Management, Inc.

Cocoa

FL

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Rall Capital Management, Inc 14 years, 5 months Sep 2004 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Robert Rall

Our Fascination With Round Numbers
Published 2012-04-01 09:47:59
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    What is a well-balanced portfolio?
    Hi Lavinia, A well-balanced portfolio means that you have your assets distributed across several different asset classes to avoid the "all your eggs in one basket" problem. By diversifying across asset classes, you can reduce the risk of your overall portfolio. The goal is to own assets that are ...  (more)
    Answered Apr 2012
    Should I play it safe now that I'm retired?
    Lionel,While all the answers here are good ones, I agree mostly with Jeffrey. Longevity and inflation risk are the reasons that I suggest to clients that, even after you are retire, we will want to keep a percentage of your assets in growth investments, so that we can try to maintain purchasing po...  (more)
    Answered Mar 2012
    Cash in 401k?
    Hi Carrie, Your best bet is to contact the person at the company who is responsible for administering the 401k plan. Although, even though you haven't been employed with them for over 10 years, you should still have been receiving statements. If you have an old statement, you could contact the fin...  (more)
    Answered Mar 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jul 22, 2017
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on July 23, 2017
        • $35.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 85
          number of clients
        • $411.8K
          Estimated Average Account Balance Per Client

      Rall Capital Management, Inc.

      Last updated on July 11, 2017
        • $46.2M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 284
          Accounts
        • $162.5K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.