Menu

Meet the Powerhouse Palabe Team

Chris Palabe, CFS, AIF®

Chris Palabe, CFS, AIF®

FOUNDER AND CEO
Arlene Palabe, AIF®

Arlene Palabe, AIF®

ASSOCIATE WEALTH MANAGER
Elliot Palabe, CFP®

Elliot Palabe, CFP®

WEALTH ADVISOR
Mary Lou Moreno

Mary Lou Moreno

CLIENT RELATIONSHIP MANAGER
Chris Palabe, CFS, AIF®

Chris Palabe, CFS, AIF®

FOUNDER AND CEO

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.

Arlene Palabe, AIF®

Arlene Palabe, AIF®

ASSOCIATE WEALTH MANAGER

Arlene Palabe is a highly experienced and respected Financial Consultant, currently serving as the President of Palabe Wealth. With over two decades of expertise in the industry, Arlene has been guiding clients towards financial success since she co-founded Palabe Wealth in 1996.

As a specialist in Individual Retirement Planning and 401(K) Plans, Arlene possesses an in-depth understanding of the complex financial landscape and offers personalized strategies to help individuals and businesses achieve their financial goals. Her extensive knowledge and dedication to her clients have earned her a reputation for excellence within the industry.

In addition to her wealth of experience, Arlene holds the Accredited Investment Fiduciary (AIF) accreditation, demonstrating her commitment to upholding the highest standards of professionalism and ethics in the financial industry.

With Arlene Palabe at the forefront of the firm, Palabe Wealth offers unparalleled financial consulting services, helping to ensure clients receive comprehensive and tailored strategies to safeguard their financial future. Arlene’s expertise, combined with her genuine care for her clients’ well-being, makes her an invaluable asset to anyone seeking financial guidance.

Outside of her professional endeavors, Arlene enjoys pursuing her passion for Dressage, where she combines her love for horses and equestrian sports. She believes in maintaining a balanced lifestyle, finding inspiration and rejuvenation through her hobby.

Elliot Palabe, CFP®

Elliot Palabe, CFP®

WEALTH ADVISOR

Elliot Palabe is a Wealth Advisor at Palabe Wealth, where he plays a pivotal role in designing comprehensive retirement plans and working directly with clients to address their financial needs. Elliot’s expertise lies in his ability to combine personalized Financial Planning with strategic Tax Planning, helping to ensure that each client’s financial strategy is both optimized and aligned with their individual goals and circumstances.

Elliot has a solid educational foundation that underpins his professional acumen, as he holds a Bachelor’s degree in Finance from the Foster College of Business at Bradley University. His academic background has provided him with a deep understanding of financial markets, investment strategies, and economic principles.

Elliot holds several critical financial industry licenses, including the Series 65, 63, 6, and SIE, held through LPL Financial. He also maintains the CERTIFIED FINANCIAL PLANNER™ designation. These qualifications enable him to offer comprehensive investment guidance and demonstrate his thorough knowledge of the financial services industry.

A specialist in the use of sophisticated financial planning and tax planning software, Elliot brings a technological edge to his approach. This expertise allows him to create detailed and highly personalized financial plans that can adapt to changing market conditions and tax environments. By leveraging cutting-edge technology, Elliot ensures that Palabe Wealth’s clients receive the most accurate, up-to-date, and effective financial advice possible.

His work is instrumental in helping clients navigate the complexities of financial planning and retirement preparation, helping to ensure they are well-positioned to pursue their long-term financial objectives.

Mary Lou Moreno

Mary Lou Moreno

CLIENT RELATIONSHIP MANAGER

Mary Lou is a Client Relationship Manager at Palabe Wealth and is responsible for all aspects of account implementation, scheduling Wealth Management and 401(k) Plan reviews, coordinating meetings, providing administrative assistance in relation to changes in investment options, and assisting plan sponsors in gathering information. Mary Lou assists in answering questions about statements, accounts, and plan details. She is a graduate of Robert Morris University with a Bachelor’s Degree in Business Management. She has been with Palabe Wealth since 2008.

The Palabe Wealth Experience

What Makes Us Different?

  • 25+ Years of Experience
  • We Always Strive to Provide Advice That Is in Your Best Interest
  • Transparency
  • Comprehensive Approach to Meeting Retirement Goals
  • Data Analytics From Two Powerful Sources: LPL and Morningstar
What Makes Us Different?

GET IN TOUCH

See How We Can Help

CONTACT US
Broker Check