March 20, 2024
Palabe Wealth Has Reached Ascent Status at LPL
Contact:
Chris Palabe, CFS®, AIF®
chris.palabe@lpl.com
CHRIS PALABE OF PALABE WEALTH RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
Chris Palabe, a financial advisor at Palabe Wealth, announced today that his achievements have been recognized with inclusion in LPL Financial’s Ascent Club* for 2024. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to help them manage, preserve, and deploy their wealth.
Palabe Wealth provides comprehensive wealth management services, including retirement planning, tax planning, and estate planning.
On accepting the award, Chris shared, “I am honored to receive this award for the achievement of being one of the top Financial Advisors at LPL. This is a testament to our team’s collective dedication and unwavering commitment to client success. We will continue to innovate and set standards in the financial world.”
“On behalf of the entire team at LPL, I am thrilled to congratulate Chris on his outstanding achievements in 2023,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management. “By utilizing our proprietary technology and suite of customized services, Chris has taken his business to the next level, allowing him to dedicate more time to building meaningful client relationships. Through his guidance, he has been instrumental in helping these clients turn their aspirations into financial realities.”
Palabe Wealth has been affiliated with LPL Financial, a leading wealth management firm, for 10 years. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support, and tools to help increase operational efficiency and power business growth.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.
About Chris
Chris Palabe is the founder and CEO of Palabe Wealth, a financial services firm providing retirement plan strategies for businesses and individuals. For 27 years, Chris has been serving his clients with customized plans and a boutique approach. He started his firm because of his passion for making a difference in others’ lives and a genuine desire to build long-term relationships with his clients so they can seek to achieve their ideal retirement and manage risk. Chris is a Certified Fund Specialist® (CFS®) and Accredited Investment Fiduciary® (AIF®) professional and has a degree from Université Denis Diderot (Paris VII). When he’s not working, you can usually find him riding horses and competing in dressage at a national level. He also loves reading, watching movies, and eating out. To learn more about Chris, connect with him on LinkedIn.
Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Achievement is based on annual production among LPL-affiliated investment programs only.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
This material was prepared for Palabe Wealth Inc.’s use.
Chris Palabe, CFS, AIF®
Chris Palabe is the CEO and a Financial Advisor at Palabe Wealth, a firm that provides exceptional expertise in the Financial Planning space. For over 25 years, he has cultivated a deep understanding of the complexities of wealth management and retirement planning, making him a valued advisor to both Plan Sponsors of 401(k) plans and Individual Investors.
Holding esteemed designations such as Certified Fund Specialist (CFS) and Accredited Investment Fiduciary (AIF), Chris showcases his commitment to upholding the highest standards of investment advice and fiduciary responsibility in his advisory relationships. These designations are a testament to his knowledge and dedication to providing clients with sophisticated and ethical financial guidance.
He holds his Series 6, 7, 63, and 65 licenses through LPL Financial, which qualify him to offer a broad range of financial products and services.
Chris’s distinguished career is characterized by his unwavering commitment to his clients' financial well-being. He focuses on crafting tailored strategies that aim to optimize retirement outcomes and financial independence. He continually strives to help the individuals he works with on their path towards financial success.
Over the years Chris has refined a consistent, strategic investment philosophy supported by a significant body of academic research. He believes that a widely diversified portfolio of investments tailored to each client’s unique risk tolerance and financial goals is the key to their financial success.
Beyond his professional achievements, Chris has a profound passion for dressage, a highly skilled form of horse riding performed in exhibition and competition. This discipline requires a remarkable level of dedication, precision, and harmony between rider and horse, qualities that mirror his approach to financial planning.
