Alano Massi
Massi is a CERTIFIED FINANCIAL PLANNER" practitioner, holds 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 is a member of the Financial Planning Association®. He has 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, Massi 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 his spare time, Massi enjoys spending time with his family, golf, racquetball, traveling, snowboarding, playing the drums, watching classic movies, and reading.
2017
5-9 Employees
0174353
All
Agoura Hills, Calabasas, Camarillo, Canoga Park, Chatsworth, Encino, Fillmore, Granada Hills, Malibu, Mission Hills, Moorpark, Newbury Park, North Hills, Northridge, Oak Park, Oxnard, Pacific Palisades, Panorama City, Piru, Port Hueneme, Porter Ranch, Reseda, Santa Paula, Sherman Oaks, Simi Valley, Somis, Stevenson Ranch, Tarzana, Thousand Oaks, Topanga, Ventura, West Hills, Winnetka, Woodland Hills, WestLake Village
8
Businesses, Individual Investors
Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning
Life, Long Term Care, Health
Financial Planning Association (FPA)
Insurance, Commodities, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Email, Phone, Our Office, Video Conference
Fee-Based
$250,000
Based on Assets
Annual fee ranges from 0.50% - 1.50%.
100+
100+
100+
$250,000,000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
See https://www.palmcm.com for disclosure.
Additional Detailed Disclosures
See https://www.palmcm.com for disclosure.
