Do I need to live near Calabasas to work with Palm Capital Management?

No. While Palm Capital Management is physically headquartered in Calabasas, California, we serve individuals, families, and small business owners nationwide. We offer fully integrated virtual meeting options via video conferencing and phone, alongside in-person consultations for local clients in the Southern California area. No matter where you are located across America, you receive the same dedicated, high-touch fiduciary service.

How do you coordinate with my other advisors, like CPAs or attorneys?

True wealth management requires a holistic approach. At Palm Capital Management, we frequently collaborate with our clients' existing professional networks to ensure their financial plan is synchronized. Additionally, we offer personalized tax planning in partnership with trusted CPA professionals, as well as robust estate and legacy planning to help your family manage risk, minimize taxes, and protect your assets from the probate process.

As a small business owner, what specific planning services do you offer?

We specialize in the unique financial dynamics facing small business owners, from managing cash flow to maximizing retirement benefits. We assist owners with customized business retirement planning (such as structuring SEP IRAs, Solo 401(k)s, or Traditional/Roth IRAs), tax mitigation strategies in partnership with CPAs, risk management, and long-term exit or succession planning. Our goal is to ensure your personal wealth management plan seamlessly complements your business equity.

Alano Massi, MBA, CFP® - Palm Capital Management

5 Stars

✅ Wealthtender Certified Advisor Review™

Aug 19, 2026

I've had the privilege of working with this financial advisor for many years, and he is truly an honorable and trustworthy professional. He is always accessible, and his knowledge of markets, planning and wealth management is prodigious. He helped me retire successfully without the costly mistakes so many people make, while consolidating my disparate income streams into one coherent, well-structured plan. Under his guidance my portfolio has delivered strong, consistent growth, and I honestly doubt I could have achieved these results on my own. I have recommended him to friends many times over the years, and every one of them is financially better off as a result.If you are looking for a disciplined, high-caliber advisor who prioritizes long-term performance and client outcomes, he is exceptional.

Relationship to Financial Advisor: Client as of Aug 19, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

M Lo

5 Stars

✅ Wealthtender Certified Advisor Review™

Aug 16, 2026

Palm Capital has been helpful in helping me with my financial security for my future. Always available to answer any questions I have. Very knowledgeable.

Relationship to Financial Advisor: Client as of Aug 16, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 5 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Mark Wallace

5 Stars

✅ Wealthtender Certified Advisor Review™

Aug 15, 2026

Thank you so much for all your help and concern through the years you have been taking good care of everything. And thank you for always being available when I have questions. Good job!!!

Relationship to Financial Advisor: Client as of Aug 15, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Jenifer Augustine

5 Stars

✅ Wealthtender Certified Advisor Review™

Aug 11, 2026

I have worked with Alano Massi for several years and have been incredibly happy with the way he has handled our investments. We developed a strategy for me years ago and he has been meeting all my requirements not only providing great returns, but also shielding my portfolio from the downturn of the market so we are minimally affected. I trust him and have recommend him to some of my friends who are also now very happy with Alano's keen knowledge of the market and the investment choices available to us. I do not know if other advisors are the same, but I feel I have one of the best in financial world! He is also great at communicating and answers any question I have with good instruction, facts and recommendations.

Relationship to Financial Advisor: Client as of Aug 11, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 11 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Fernando Guerrucci

5 Stars

✅ Wealthtender Certified Advisor Review™

Aug 10, 2026

My wife and I started late in terms of financial planning. We had both been retired for several years when it was brought to our attention that our portfolio was basically stagnant. We contacted Palm Capital on the advice of a family member and now consider this to be one of the best decisions of our lives. Working with Alano Massi has been a pleasure. His wealth of knowledge is exceptional, his approach is collaborative, and his ability to connect with us on a personal level makes our periodic Zoom meetings enjoyable. As a result of working with Alano, we have the assurance that we can continue to maintain our current quality of life for as long as needed. Initially hesitant to work with someone on the opposite coast, this has turned out to be a non-issue, due in large part to Codi’s role in facilitating expedient communication. My wife and I are grateful to have found someone to whom we can entrust our finances, knowing that our investments are being actively monitored and adjusted as needed. To say that our financial status has improved during the time we’ve been working with Alano would be an understatement.

Relationship to Financial Advisor: Client as of Aug 10, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 5 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Jack Pike

5 Stars

✅ Wealthtender Certified Advisor Review™

Aug 7, 2026

Alano Massi is a very well informed Fiduciary and Wealth Manager. He truly cares about his clients, and makes sound suggestions for them to consider with their portfolios. An excellent choice for a Wealth Manager.

Relationship to Financial Advisor: Client as of Aug 7, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Daniel Neuenschwander

5 Stars

✅ Wealthtender Certified Advisor Review™

Aug 7, 2026

Alano and Codi are very helpful, caring and nice. I feel very confident that Alano is handling everything well. Codi is always there to help.They know their jobs!

Relationship to Financial Advisor: Client as of Aug 7, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 4 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Linda Zinck

5 Stars

✅ Wealthtender Certified Advisor Review™

Aug 6, 2026

I have always had great service and advise from Alano & Codi. I love the company!

Relationship to Financial Advisor: Client as of Aug 6, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Kathy Gfellers

5 Stars

✅ Wealthtender Certified Advisor Review™

Aug 6, 2026

I could not be more satisfied with Palm Capital's services. Alano and Codi make a wonderful team. It is good to know my finances are in capable, knowledgeable hands, I feel secure with my investments being with Palm Capital. They offer a great source of financial investing with a kind personal touch. I've seen significant growth in my investment. I highly recommend.

Relationship to Financial Advisor: Client as of Aug 6, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Kathleen Akana

5 Stars

✅ Wealthtender Certified Advisor Review™

Mar 2, 2026

Alano Massi with Palm Capitol has managed all of my investments for about 13 years. I initially chose Alano because, unlike others, he interviewed my wife and me over several phone calls making sure to be thorough in finding out what our financial goals were. He brought up things we had never considered before and showed us a way we could save for things in our retirement that I thought were only for the wealthy. I appreciate how attentive he is, scheduling quarterly Zoom meeting to go over the plan and answer any and all questions I may have. He is also always available in between quarterly meetings for any impromptu questions via email or a phone call and is happy to schedule another Zoom meeting if I wanted. Alano has expertly taken our portfolio from a figure nobody would be proud of to well into 7 figures and has enabled my wife and me to retire earlier than planned. I highly recommend Alano and Palm Capitol and have given his contact info to all of my friends who are seeking a wealth manger. Alano is wealth management personified! The sooner you contact Alano, the sooner you will begin building your wealth.

Relationship to Financial Advisor: Client as of Mar 2, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

av8ing

5 Stars

✅ Wealthtender Certified Advisor Review™

Feb 25, 2026

Palm Capitol Management provides our family with stellar financial advice and retirement planning. Alano Massi and his team are trusted, collaborative partners who brings structure, clarity, and measurable impact to our portfolio.

Relationship to Financial Advisor: Client as of Feb 25, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 8 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

David Perleberg

5 Stars

✅ Wealthtender Certified Advisor Review™

Feb 16, 2026

Working with Alano and Codi has been great. They are both very easy to work with and I've easily trusted them with my retirement planning. Alano is very proactive and Codi is a great help to ensure timely action where required. I have been very happy with their services and look forward to great success with their retirement and wealth management support.

Relationship to Financial Advisor: Client as of Feb 16, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 3 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

michael mckenney

5 Stars

✅ Wealthtender Certified Advisor Review™

Feb 9, 2026

I unequivocally recommend using Palm Capital Wealth Management, Investments and Financial Services.I have been a client of Mr. Alano Massi at Palm Capital Management for the past 10 years, and began working with him and his team before I retired, anticipating the need for cogent, sober preparation for retirement. I am more than pleased with how my relationship with Mr. Massi has benefited me in these past many years.Without going into too much detail I can say that Alano has not only assisted me in having a secure retirement with flexibility and responsiveness, through his advice and insight, the growth of my portfolio has been much better than I could have anticipated.Palm Capital has resources available to me as a client that enabled me to increase my knowledge and understanding of both my own financial situation as well as transparency enough for me to participate in defining what path would meet my goals.I have also looked at other financial advisors just to stay informed of what I should expect from a fiduciary service. However, with Palm Capital Advisors I have everything that I need, and more. I am very happy to continue working with Mr. Alano Massi and Palm Capital Management.

Relationship to Financial Advisor: Client as of Feb 9, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 11 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Larry Crenshaw

5 Stars

✅ Wealthtender Certified Advisor Review™

Feb 8, 2026

Alano Massi of Palm Capital Management has provided me with outstanding service for nearly 10 years following my retirement in 2016. With solid financial planning and conservative wealth management I have been able to concentrate on this new phase of my life without worrying about retirement income. I always feel that my financial assets are in safe and capable hands.

Relationship to Financial Advisor: Client as of Feb 8, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Tom Near

5 Stars

✅ Wealthtender Certified Advisor Review™

Feb 1, 2026

Trust is the key to working with a financial planner. Alano Massi is someone that I trust when assisting me with wealth management and financial planning. He is very knowledgeable about all investment sectors and always has reflected my priorities, levels of risk and financial goals. I rely on his expertise and global awareness as well as understanding the fundamentals of financial markets. Alano has successfully guided me through the ever changing landscape of financial planning for many years and I could not be more pleased with his service.

Relationship to Financial Advisor: Client as of Feb 1, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Jeff Foster

5 Stars

✅ Wealthtender Certified Advisor Review™

Jan 12, 2026

We strongly recommend Alano Massi as a financial planner for those seeking trustworthy and informed advice. Having worked with Alano since 2018, we greatly value his expertise and guidance throughout the years. He has made it simple for us to understand optimal investment decisions, ensuring we are well-prepared for what lies ahead.

Relationship to Financial Advisor: Client as of Jan 12, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 4 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Virginia Donica

5 Stars

✅ Wealthtender Certified Advisor Review™

Jan 2, 2026

Alano is a pleasure to work with and is extremely knowledgeable. He is professional, thorough, and genuinely invested in my financial success. His attention to detail and commitment to my best interests give me complete confidence. Highly recommended.

Relationship to Financial Advisor: Client as of Jan 2, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 5 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Jeremy Leitner

5 Stars

✅ Wealthtender Certified Advisor Review™

Jan 2, 2026

Relationship to Financial Advisor: Client as of Jan 2, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 9 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Mike Diaz

5 Stars

✅ Wealthtender Certified Advisor Review™

Jan 2, 2026

alanos the best!

Relationship to Financial Advisor: Client as of Jan 2, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

C B

5 Stars

✅ Wealthtender Certified Advisor Review™

Jan 1, 2026

Alano Massi is an excellent commentator. He also very patient and explains things patiently even if it happens to be a question he has answered the questions previously.

Relationship to Financial Advisor: Client as of Jan 1, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Samuel McKnight

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 16, 2025

Alano Massi has been doing a great job for us. His insights and recommendations have been excellent.

Relationship to Financial Advisor: Client as of Dec 16, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 8 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

tom burger

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 11, 2025

Alano Massi has been my husband's and my financial advisor for at least 10 years now. Our trust in him has proven to be financially rewarding. He has successfully managed to grow our accounts despite the economic uncertainties and fluctuations. He is a wealth of knowledge in bonds, stocks, ETFs, and has great capability of looking beyond and planning for future investments. We enjoy the regular Zoom meetings with Alano wherein he keeps us apprised of how our accounts are doing, making recommendations for the future, and answering all our questions. We are in good hands with Alano and would highly recommend him to anyone looking for a financial advisor.

Relationship to Financial Advisor: Client as of Dec 11, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Nenita Benjamins

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 9, 2025

Alano Massi, of Palm capital takes care of my financial needs. He’s very detailed and supportive. besides the financial portion he gives good counsel. He has a caring attitude and interest in his clients.

Relationship to Financial Advisor: Client as of Dec 9, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 4 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

William Alton

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 9, 2025

I have worked with Alano Massi for several years and it has been an exceptional experience. Alano is very professional and knowledgeable, and he always makes time to understand my specific goals. Alano and his staff provide prompt and friendly communication, always available to answer my questions and ease my concerns. I highly recommend Alano Massi and Palm Capital Management to anyone looking for a trusted financial planner.

Relationship to Financial Advisor: Client as of Dec 9, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Sarah Cox

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 8, 2025

Alano has been my financial advisor for several years now. I consider his knowledge and expertise to be superior! My confidence in Alano to always act in my best interest is unquestionable. Without a doubt, Alano is the professional financial advisor you want working for you!

Relationship to Financial Advisor: Client as of Dec 8, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 8 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Michele Toombs

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 5, 2025

Alano has been an outstanding financial advisor. He has provided me with excellent guidance on both my investments and my overall financial planning, always taking the time to understand my goals and risk tolerance. Alano is extremely knowledgeable and explains complex topics in a way that is easy to understand. He is patient, responsive, and always willing to answer every question I have. I fully trust his advice and highly recommend Alano to anyone looking for a professional and reliable financial advisor.

Relationship to Financial Advisor: Client as of Dec 5, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 4 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Brandon Show

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 3, 2025

Honest, Intelligent, conscientious, caring, responsive, successful, a wonderful family and a genuine good person. I have known Alano over 10 years and he has managed my account since he started in the business. I have referred him to family and friends.

Relationship to Financial Advisor: Client as of Dec 3, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 6 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Matthew Gelso

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 2, 2025

Alano has been managing my now quite sizeable Schwab rollover IRA and revocable trust accounts for 11 years. I've left practically all investment choices to him. The funds have grown substantially under his guidance. He and his staff have always been available and responsive to any requests I have for documents or explanations.

Relationship to Financial Advisor: Client as of Dec 2, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Donald Simons

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 2, 2025

I have proudly been associated with Alano Massi as my financial advisor for over 10 years.An acquaintance had introduced me to him. Even though I was still working and had my own "self directed IRA", he took the time to review my portfolio and make suggestions in the ..." hopes that he would earn my business in the future ".I remember those exact words.....He did it as a favor to me back then...And now there is no-one else I would consider for my financial needs.I have proudly introduced him to 4 other acquaintances over the years and I know they have now recommended him to others.Alano is always available to talk to me about my specific random needs and goals.I give him 5 stars out of 5....not only for what he has done for me- but, for his character and thoughtful guidance over the years.Truly a classy gentleman who knows his stuff.Kevin ShankelLlano, CA

Relationship to Financial Advisor: Client as of Dec 2, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Kevin Shankel

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 2, 2025

Cannot say enough great things about Alaon and Codi! Both are super supportive and helpful with all of my needs. They are also super prompt with their emails!

Relationship to Financial Advisor: Client as of Dec 2, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 3 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Marlena Behle

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 2, 2025

Recommended!

Relationship to Financial Advisor: Client as of Dec 2, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Burak Ahmed

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 1, 2025

We have had Alano Massi managing our investment for 7 years. We are simple people, did what we needed to do to insure we would have the funds needed to insure our retirement nest egg. With Alano managing our investments, they have grown and continue to grow. My husband and I appreciate Alano. not just for his expertise with our investments, but his overall knowledge and his patience with us and our questions. I would highly recommend his services.

Relationship to Financial Advisor: Client as of Dec 1, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Cathy Guzman

5 Stars

✅ Wealthtender Certified Advisor Review™

Dec 1, 2025

I have been working with Alano and Codi at Palm Capital Management for over seven years, and I couldn't be happier with their service. Alano consistently provides me with excellent financial guidance and I truly feel secure knowing he is managing my investments. Codi is one of the most responsive people I have ever worked with - she handles every detail promptly and efficiently. I always know I can count on her to take care of anything that comes up. Highly recommend Palm Capital for anyone looking for trustworthy and professional financial management!

Relationship to Financial Advisor: Client as of Dec 1, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 8 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Laura Shaub

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 30, 2025

I was nervous about seeking financial help ,however, I knew I was not taking advantage of all the investment opportunities managing my money on my own. I had a terrible experience with my Wells Fargo advisor. I asked several of the most successful people I knew who they'd suggest I talk too?! After sitting with 4 different advisors I knew Alano-Palm Capital-was my guy. He keep things really simple-I am pretty conservative with my "nest egg" but still want to enjoy those dividends!! Alano ALWAYS returns my calls same day and I know goes way out of his way to explain things and makes graphs for me..LOL ..He knows I need it simple. His staff..Codi..alway calls and lets me know when things change so I never get any surprises. I have gotten very comfortable with Palm Capitals style. The proof is in the profits they have made me! I don't worry anymore who is in the White House-I trust they will make adjustments so I continue to earn !!

Relationship to Financial Advisor: Client as of Nov 30, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 3 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Steve Cyr

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 30, 2025

I’ve been working with Alano Massi for nearly 20 years and trust him implicitly. He has guided me through every stage of my financial life — from managing my 401k and investments to now helping me build a trust to protect my young family. He proactively meets with me quarterly, shares helpful updates throughout the year, and always takes the time to explain anything I have questions about. As a mom of two little ones, having someone I can rely on so completely is invaluable. I couldn’t recommend him more highly.

Relationship to Financial Advisor: Client as of Nov 30, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Staci Kinney

5 Stars

✅ Wealthtender Certified Advisor Review™

Nov 27, 2025

Alano and Palm Capital have been a tremendous help with both my small business and investments. He tailored a strategy that suits me personally, and I highly recommend him.

Relationship to Financial Advisor: Client as of Nov 27, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client's experience may or may not be the same as another client's experience.

Amanda Massi

1	Question Do I need to live near Calabasas to work with Palm Capital Management? 70 of 130 Answer No. While Palm Capital Management is physically headquartered in Calabasas, California, we serve individuals, families, and small business owners nationwide. We offer fully integrated virtual meeting options via video conferencing and phone, alongside in-person consultations for local clients in the Southern California area. No matter where you are located across America, you receive the same dedicated, high-touch fiduciary service. 436 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.
2	Question How do you coordinate with my other advisors, like CPAs or attorneys? 69 of 130 Answer True wealth management requires a holistic approach. At Palm Capital Management, we frequently collaborate with our clients' existing professional networks to ensure their financial plan is synchronized. Additionally, we offer personalized tax planning in partnership with trusted CPA professionals, as well as robust estate and legacy planning to help your family manage risk, minimize taxes, and protect your assets from the probate process. 443 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.
3	Question As a small business owner, what specific planning services do you offer? 72 of 130 Answer We specialize in the unique financial dynamics facing small business owners, from managing cash flow to maximizing retirement benefits. We assist owners with customized business retirement planning (such as structuring SEP IRAs, Solo 401(k)s, or Traditional/Roth IRAs), tax mitigation strategies in partnership with CPAs, risk management, and long-term exit or succession planning. Our goal is to ensure your personal wealth management plan seamlessly complements your business equity. 485 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.
1	Question 0 of 130 Answer 0 of 600 Answer Link URL A link to support your answer. Answer Link Text The clickable text that opens your link.

Financial Professionals

Individuals

Alano Massi, MBA, CFP®

Retirement Planning & Wealth Management | Fiduciary