Alano Massi
Alano has contributed to the following prominent financial publications: Fox Business News, Forbes, Investopedia, Yahoo Finance, TD Ameritrade's TickerTape, LendingTree, and BankRate. Individuals that Alano services primarily include business owners, retirees, engineers, physicians, real estate professionals, divorcees, and young professionals. Alano also provides strategic advice in alternative investments including real estate, hedge funds, private equity, structured products, and derivatives for qualified clients. Alano strongly believes in investing alongside his clients, and his success is determined by the performance of his clients' portfolios. Alano charges a competitive flat annual fee for his services and does not receive any commissions for security trade executions.
6259423
151367
80172203
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
16
5
Businesses, Individual Investors
Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning
No
No
Yes
Yes
CFP®
Series 65
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+
$170mm
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.
The material in the website has been distributed for informational purposes only, and is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission. 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. A copy of Dynamic Wealth Advisors ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website by searching under CRD #151367. Insurance sales are considered an outside business activity and Mr. Massi does not act in an investment advisory representative role when recommending these outside services. Palm Education Planning LLC is not owned or legally affiliated with Dynamic Wealth Advisors. The activities conducted by this entity is considered a separate business activity and not part of the investment advisor services offered through Dynamic Wealth Advisors.
Additional Detailed Disclosures
