June 25, 2021
Chris Palabe: Why I Became a Wealth Manager
By Chris Palabe, CFS®, AIF®
People choose their respective careers for many reasons, whether it’s potential for advancement, a desire to use their skills in a specific arena, or even income possibilities. But for me, it was all about helping others. I wanted a career that would allow me to add value to people’s lives and help them achieve a bigger future they only dreamed of. With an interest in finance and an understanding of how much of an impact it makes, I decided to put my passion into action as a wealth manager.
First Career Steps
The journey to where I am today is not typical. I came to the U.S. from France in 1985 with $500 to my name. I worked hard and made prudent decisions. When I decided to launch my own firm, Palabe Wealth, in 1996, it was with the sole purpose of reaching more people and finding more opportunities to use my knowledge and passion to help others find success.
Now, 25 years later, as founder and CEO, I spend my days providing retirement planning services to businesses and individuals. As an Accredited Investment Fiduciary® (AIF®) and Certified Fund Specialist™ (CFS™), I walk my clients through a comprehensive, holistic planning process so they can take the necessary steps to make their vision of retirement a reality.
Why I Love What I Do
My favorite days are the ones where I have back-to-back meetings with clients, during which we work through their challenges and concerns to set them on the right path for their finances. Financial decisions can be incredibly emotional, not to mention all the curveballs life keeps throwing at us. I genuinely enjoy offering education and an objective recommendation to help my clients stay on track to pursue their goals.
Want To Know More?
Experience the difference an objective, relationship-based financial advisor can make in your life. Take the first step toward a secure retirement by scheduling a 15-minute introductory phone call or call us at 847-249-6600. We can’t wait to hear from you!
About Chris
Chris Palabe is the founder and CEO of Palabe Wealth, a financial planning firm providing retirement plan strategies for businesses and individuals. For 25 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.
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.
