Team
At RLA Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
After a rewarding career in Higher Education, I got involved in my local Chamber of Commerce where I became acquainted with RLA Financial. My role as an Administrative Assistant for RLA Financial allows me to continue to...
Michele Palmer
Administrative Specialist, Cambridge Source Office Assistant, Marketing
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative...
Thank you for visiting RLA Financial online. My name is Robert L. Arroyo. I am the CEO of RLA Financial. I have long had a passion for financial planning. In fact, many years ago it was actually a hobby for me before I decided to make...
Shelby Leonard
Administrative Professional, Cambridge Source Office Assistant, Marketing