About My Practice
Rall Capital Management is an independent boutique financial planning and investment management firm that offers a true Wealth Management experience for our clients. True Wealth Management goes beyond providing investment management services. We offer advanced planning services and act as our client's Personal Chief Financial Officer, working with them to maximize the possibility that they can achieve all they want in their lives. We are a fee-only firm and are committed to helping our clients make smart decisions about their money and finances. We only take on clients that we can make a major impact for.
I have been providing clients with solutions to their financial isses in a variety of ways since 1991. My financial service career began in the insurance industry where I provided life, health, and property and casualty insurance solutions. I then moved into the wirehouse/brokerage industry, providing more specific investment services for my clients. I earned my CFPTM designation in 1998, and in early 2000 joined a firm providing fee-only financial planning and investment management services. After gaining invaluable financial planning experience with that firm, I opened my own firm in September of 2004.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 63, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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