Meet the Powerhouse Palabe Team
Chris Palabe, CFS, AIF®
Founder and CEO
Arlene Palabe, AIF®
Associate Wealth Manager
Elliot Palabe
Wealth Advisor
Mary Lou Moreno
Account Executive
Chris Palabe, CFS, AIF®
Founder and CEO
Welcome! I founded Palabe Wealth in 1996, a Financial Planning Firm serving businesses and individuals.
The focus of my Retirement Planning practice is to provide sound investment advice to Plan Sponsors and Individual Investors.
Over the years I have refined a consistent, strategic investment philosophy supported by a significant body of academic research. I believe that a widely diversified portfolio of investments tailored to each client’s unique risk tolerance level and financial goals is key to financial success.
Arlene Palabe, AIF®
Associate Wealth Manager
Elliot Palabe
Wealth Advisor
Hello! My name is Elliot. I am a Wealth Advisor at Palabe Wealth, a financial planning firm providing retirement plan solutions for businesses and individuals. I am passionate about crafting the firm’s brand to best communicate the valuable services we can provide for our clients. I help the Palabe team design retirement plans and work one-on-one with clients so that I can best serve their financial needs. I have a bachelor’s degree in Finance from the Foster College of Business at Bradley University and currently hold my Series 65,63,6, and SIE.
Mary Lou Moreno
Account Executive
I am an Account Executive at Palabe Wealth and are responsible for all aspects of account implementation, scheduling 401(k) and 403(b) Plan reviews, coordinating enrollment/educational meetings, providing administrative assistance in relation to changes in investment options, and assist plan sponsors in gathering information for 404(a)(5) participant reports. I am a graduate of Robert Morris University with a Bachelor's Degree is Business Management. I have been with Palabe Wealth since 2008. I assist in answering questions about statements, accounts, and plan details.
What Makes Us Different?
A whole lot!
25 Years of Experience
Advice That Is Always in Your Best Interest
Transparency
We take a comprehensive approach to meeting your retirement goals
Data Analytics from two powerful sources: LPL and Morningstar
Palabe Wealth and LPL
LPL was founded in 1989. As the nation’s leading independent broker-dealer*, LPL offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 17,000 financial professionals and approximately 700 financial institutions. LPL also supports more than 4,000 other financial professionals with customized clearing solutions, advisory platforms, and technology. For more information about LPL Investments, visit LPL.com.
- LPL provides dedicated support and resources along with brokerage and advisory services to the financial professionals at Palabe Wealth.
- LPL has no proprietary investment products or investment banking operations. This empowers representatives Palabe Wealth to make informed recommendations based on objective research and unique client goals.
- Working with LPL gives representatives Palabe Wealth access to a wide range of products and services that can help us serve the needs of our clients.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue
Palabe Wealth and Ed Slott's Master Elite IRA Advisor GroupSM
We are members of Ed Slott’s Master Elite IRA Advisor GroupSM. This group is designed to equip dedicated retirement professionals with up-to-date tools and resources to help their clients.
Ed Slott and Company is a well-regarded source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media across the country.
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Complimentary
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Arlene Palabe is a highly experienced and respected Financial Consultant, currently serving as the President of Palabe Wealth. With over two decades of expertise in the industry, Arlene has been guiding clients towards financial success since she co-founded Palabe Wealth in 1996.
As a specialist in Individual Retirement Planning and 401(k), Arlene possesses an in-depth understanding of the complex financial landscape and offers personalized strategies to help individuals and businesses achieve their financial goals. Her extensive knowledge and dedication to her clients have earned her a reputation for excellence within the industry.
Outside of her professional endeavors, Arlene enjoys pursuing her passion for Dressage, where she combines her love for horses and equestrian sports. She believes in maintaining a balanced lifestyle, finding inspiration and rejuvenation through her hobby.
In addition to her wealth of experience, Arlene holds the Accredited Investment Fiduciary (AIF) accreditation, demonstrating her commitment to upholding the highest standards of professionalism and ethics in the financial industry.
With Arlene Palabe at the forefront of the firm, Palabe Wealth offers unparalleled financial consulting services, ensuring clients receive comprehensive and tailored solutions to secure their financial future. Arlene's expertise, combined with her genuine care for her clients' well-being, makes her an invaluable asset to anyone seeking financial guidance.