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About Us

Planning Futures

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Since 2002, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our experienced advisers would be glad to help. 

A Professional Approach

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We start by clarifying our fee structure, we are not salespeople on commissions and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Why Us?

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Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. And you can count on unbiased recommendations and impartial guidance.

Services

Individual Clients

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As an individual client we can help you with all your needs.


- Individual / joint accounts

- Family trust accounts

- Corporate trustee accounts

- Retirement planning

- College education planning

- Charitable giving and foundations 

- Custodial accounts

- Goal Planning

Global Sports & Entertainment Clients

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As a young boy, I had a family member play in the NFL for years only to retire from the league broke.  Because of this I have made it my mission to prevent this from happening to other athletes and entertainers.

Institutional & Small Business Clients

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As a Registered Investment Advisor we have a fiduciary duty to always act in our clients best interest.


We will work directly with your board members keeping them informed and will assist with drafting a Investment Policy Statement, if one is required.


We can manager the investment portfolios for many different institutions including:


- Corporations

-  For-profit organizations

- Nonprofit organizations

- Foundations and endowments

- Charities

- Religious organizations

- Professional associations

- Home owner associations

- Trade associations

_ Community groups and service organizations,

-Trust accounts. 

Individual Retirement Planning

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Retirement is not something that just happens.  You need to plan in advance to make sure your retirement is everything you dreamed it would be. 


We assist our clients with their individual retirement accounts, company retirement plans.

Small Business and Self-Employed Retirement Plans

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If you’re self-employed and are responsible for your own retirement or the owner of small business wanting to provide a comfortable retirement for you and your employees, We offer a variety of retirement plans to fit your needs.

FAQs

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Have questions? We have the answers. 





Our Founder & President

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Rick Paler

Mr. Paler began his investment career in 1988.  He has worked primarily with wealthy individuals and professional athletes in the areas of investment management and asset allocation, financial planning, estate planning ,and tax planning.  Mr. Paler has over 32 years of investment industry experience and is a Registered Investment Advisor.  He is intimately experienced with advanced investment management techniques, employee stock options, concentrated positions and the issues affluent families face.   

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Five Star Wealth Manager

As seen in Los Angeles Magazine Mr. Paler has been named as a winner of the Five Star Wealth Managers award  three years in a row. This annual award is presented to a select group of elite wealth managers in the Los Angeles region to recognize industry excellence and exceptional client service. 

Contact Us

RL Paler Investment Advisors LLC

CA (424) 249-9290 / MI 248-804-0436

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


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