Alano Massi, MBA, CFP®
Retirement Planning & Wealth Management | Fiduciary
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Serving Clients Nationwide
Retirement Planning & Wealth Management | Fiduciary
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- High Net Worth
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Alano Massi, MBA, CFP®
Hi, I'm Alano Massi. I became a fiduciary financial planner to combine my love of economics with a commitment to help individuals and families grow and preserve their wealth. As Managing Director at Palm Capital Management based in Calabasas, California, I assist many individuals and families living across the United States with their financial planning, retirement, and wealth management needs.I am a CERTIFIED FINANCIAL PLANNER™ practitioner, hold a Bachelor of Arts in Communication Studies from the University of San Diego, a Master of Business Administration in Finance from Pepperdine University, a Series 65 securities license, a certification for life, accident and health insurance, and am a member of the Financial Planning Association®. I have contributed to the following prominent financial publications: Fox Business News, Forbes, Investopedia, Yahoo Finance, LendingTree, and Bankrate.
Prior to starting Palm Capital Management in 2017, I worked as an analyst at Lionfish Advisors and Wells Fargo Capital Finance, then served as an advisor and associate vice-president at SteelPeak Wealth.
In my spare time, I enjoy spending time with my family, golf, racquetball, traveling, snowboarding, playing the drums, watching classic movies, and reading.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
- Financial Planning Association
Primary Location
23622 Calabasas Road, Suite 102, Calabasas, California 91302
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. During our first conversation, I will take the time to understand your personal life goals, financial situation, and what matters most to you. From there, we can explore how a customized financial planning and investment strategy may help you grow and preserve your wealth for the long term. I look forward to speaking with you.Offers Investment Management
Yes
About Palm Capital Management
Palm Capital Management is a financial planning, retirement planning, and wealth management firm based in Calabasas, California that specializes in the advisory of investment accounts for individuals, families, and small businesses. Our firm services clients across America.Our approach begins by working backwards. We want to understand and lead your strategy by using your personal life goals as the driving force of all investment recommendations. Whether that includes growth, income, preservation, or any combination in between, portfolios are customized to fit your unique individual needs. We have a dedicated commitment to ethics and education, and we service our clients by providing objective advice without any hidden agendas.
As fiduciaries, we are legally obligated to act in the best interests of our clients at all times. Fees are based on a percentage of total portfolio value, and no commissions are taken from trades placed in our clients' accounts. In addition, we invest our own firm assets in the same investments we recommend to clients, ensuring we remain true partners throughout a long-term professional relationship.
Alano D. Massi is an Investment Advisor Representative with Dynamic Wealth Advisors d/b/a Palm Capital Management. All investment advisory services are offered through Dynamic Wealth Advisors.
Education
Pepperdine University, The George L. Graziadio School of Business and Management, MBA, Finance | University of San Diego, BA, Communication Studies
Hobbies and Interests
- Family
- Golf
- Movies
- Music
- Reading
- Snowboarding
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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FAQs
FAQ Disclosures
Alano D. Massi is an Investment Advisor Representative with Dynamic Wealth Advisors d/b/a Palm Capital Management. All investment advisory services are offered through Dynamic Wealth Advisors.
