Robert J. Rall, CFP®
Robert J. Rall, CFP® is a Certified Financial Planner with more than 19 years of experience serving client's financial needs. Before opening Rall Capital Management, Inc., he gained significant investment experience in the brokerage industry. With a passion for the investment and planning world, but a disdain for how most investment advisors are compensated, he started working under the fee-only model in the year 2000.
Bob, his wife Gina, and Bob's two children, Adam and Jenna, are actively involved in the community in Brevard County. The entire family serves as volunteer coaches for Brevard County's Special Olympics program. This involvement has led to wonderful relationships with some of the special-needs citizens and is a very powerful part of Bob's family life. Bob and Gina have also been volunteer coaches for the Leukemia and Lymphoma Society's Team-In-Training program. In his free time, Bob is a dedicated marathon runner having finished 20 marathons in 16 different states.
Jim Rall
Our firm is very pleased to have Jim Rall as part of the Rall Capital team. Jim, younger brother of Bob, provides back-office support services for the firm. His duties include performing key analysis, rebalancing client portfolios, providing client support services and various administrative duties for Bob.
Jim graduated with cum laude honors in Finance and earned his BS at Franklin University. Prior to joining Rall Capital Management, Jim was a highly successful General Manager with the Aramark Corporation, and was named "GM of the Year-East Region" in 2003.
Jim's community involvement includes VP/Treasurer for the Collins Hill Athletic Association. This large, non-profit organization enables more than 3,000 youths to compete annually in various sports and activities.
Wendy is Jim's wonderful wife who teaches 1st-grade at Walnut Grove Elementary. Wendy and Jim have a 15-year old son, Jake. Jim is most proud that Jake is well-rounded with great achievements in academics and athletics.
