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About Us

Retirement Goal Planning

Planning Futures

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 wealth managers would be glad to help. 

Meet your Financial Goals

A Professional Approach

We start by clarifying our fee structure as wealth managers, 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.

Professional Investment Portfolio Management

Why Us?

Our wealth management 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

Institutional & Small Business Clients

Global Sports & Entertainment Clients

One on One Relationship

As an individual client, our wealth managers 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

Institutional & Small Business Clients

Global Sports & Entertainment Clients

RL Paler Investment Advisors Clients

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

Institutional & Small Business Clients

Institutional & Small Business Clients

Save on Taxes

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 an Investment Policy Statement if one is required.


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


- Corporations
-  For-profit organizations
- Nonprofit organizations
- Foundations and endowments
- Charities
- Religious organizations
- Professional associations
- Homeowner associations
- Trade associations
_ Community groups and service organizations,
-Trust accounts. 

Individual Retirement Planning

Small Business and Self-Employed Retirement Plans

Institutional & Small Business Clients

Meet Your Financial Goals

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


We assist our clients with their retirement accounts and company retirement plans.

Small Business and Self-Employed Retirement Plans

Small Business and Self-Employed Retirement Plans

Small Business and Self-Employed Retirement Plans

Professional Investment Management

If you’re self-employed and are responsible for your own retirement or the owner of a 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

Small Business and Self-Employed Retirement Plans

Small Business and Self-Employed Retirement Plans

Meet Your Retirement Goals

Have questions? Our financial advisors have the answers. 





Our Founder & President

Rick Paler, President of RL Paler Investment Advisors

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 multiple 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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