Our Founder & President

Rick Paler

 

Mr. Paler began his investment career in 1988 since then he has worked primarily with wealthy individuals entertainers and professional athletes in the areas of investment management and asset allocation, financial planning, estate planning and tax planning.  


Mr. Paler has earned many qualifications through the years 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. 


Because of his expertise he has been sought out for interviewed by multiple TV stations. Mr. Paler also was a regular columnist for the Tracy Press writing an investment column. He has also been named in Los Angeles Magazine as one of the few elite Five Star Wealth Managers in the LA area. 


Mr. Paler founded RL Paler Investment Advisors, LLC with one idea in mind – To provide the highest quality wealth management services for affluent families, without the inherent conflict of interest associated with Wall Street firms.  


The company offers performance driven fee-based money management services to a select clientele.  His responsibilities include overall investment strategy, investment analysis, and regular personal communication with all the firm’s clients.  


Mr. Paler graduated from Eastern Michigan University with a Bachelors of Science degree.  While attending Eastern Michigan University he was on a full scholarship and played football.


Mr. Paler is married and has two children and is a firm believer in giving back to the community.  He has served as Co-Chairman of the E-Gridiron Group student athlete mentoring program and acted as a STRIVE student mentor for disadvantaged students.  Mr. Paler also organizes the annual Pitch, Hit & Run competition for the community of Waterford MI.  


Mr. Paler is a Paul Harris Fellow and has received a Certificate of Special Congressional Recognition. He has also served as past President of the Rotary Club of Waterford and Rotary Club of Tracy.  In addition Mr. Paler coaches little league football, basketball and baseball.