Adam Rall, CFP®

Bob’s son, Adam, is also a member of the Rall Capital Management team, and is the second member of the firm to receive his Certified Financial Planner™ designation. Adam graduated from the University of Central Florida in May of 2013 with his degree in Business. He worked with the firm part-time as a Client Service Specialist and Administrative Assistant while he was in school, and began working full-time as the team’s Communications Specialist after graduation. In school, he was a member of the Burnett Honors College and Delta Sigma Pi, an international and co-ed Professional Business Fraternity. Now, in addition to being a CFP® and doing planning work for our clients, Adam is the firm’s Operations Manager and is responsible for most of the back-office operations of the company.

Adam is also involved in Special Olympics, where he was awarded the Inspirational Coach for Brevard County Award in 2008. He is a Tier 1 Certified Coach for Track & Field, and pitches for the Brevard County Unified Softball Team. Like his family, Adam is passionate about his work with Special Olympics, and the relationships he has developed have become a powerful part of his life. In his spare time, Adam likes to remain active and is an avid weight lifter, and enjoys spending time with and training his goldendoodle puppy, Sam. He also enjoys learning about nutrition and technology. He is excited about the opportunity to continue to learn the financial planning and investment advisory business in a client-centric environment.