wiseradvisor

Alano Massi, MBA, CFP®
Palm Capital Management

Tel: (805) 727-2000
2945 Townsgate Road Suite 200
Westlake Village, CA 91361
Palm Capital Management | Financial Advisor in Westlake Village ,CA


About Palm Capital Management

Palm Capital Management is a financial planning and investment advisory firm (a d/b/a of Dynamic Wealth Advisors CRD #151367). Our firm specializes in the management of investment accounts for individuals, families, and small businesses. We are independent fiduciary financial advisors, therefore legally obligated to act in the best interests of our Clients at all times.


General Information

Firm Start Year:   2010
No.of Employees:   10-19
Insurance License#:   0174353
States Licensed in:   CA, NV, FL.
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Bonds, Stocks, Alternative Investments, Insurance, Mutual Funds, Options & Futures, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, Via phone, At my office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Long Term Care, Life
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Advisor's Number of Clients:   100+
Advisor's Number of Managed Clients:   100+
Advisor's Number of Planning Clients:   100+
Assets Managed by Advisor:   $100mm


Compliance

Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Based on Assets
Additional Details on Charges:   Annual fee ranges from 0.50% - 1.50%.


Education

Master in Business Administration - Finance  Pepperdine University - Malibu, California
09/2010-05/2012

Bachelor of Arts - Communications  University of San Diego - San Diego, California
09/2002-05/2006



Faqs

  • Do you have a customer satisfaction or refund policy? We have a policy of no lock-up periods.
  • What are your qualifications? What is your education background? CFP® Practitioner. MBA with an emphasis in Finance from Pepperdine University. Series 65 License. Licensed for Life and Health #0174353.
  • What is your approach to financial planning? As a fiduciary, I am legally obligated to put my Clients' interests first. I have make no commissions from recommending investment products, and work on a flat-fee basis.
  • What services do you offer? Financial Planning. Retirement Planning. Investment Management. Risk Management/Insurance Solutions.
  • How many clients do you currently manage? Over 100 Clients.
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Disclosures

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.

Alano Massi, MBA, CFP®

Alano Massi, MBA, CFP®

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant

Alano became a financial planner to combine his love of economics with a commitment to help individuals and families grow and preserve their wealth. As Managing Director at Palm Capital Management, Alano assists many individuals and families living across the United States with their financial planning and investment management. Alano 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®. Alano has contributed to the following prominent financial publications: Fox Business News, Forbes, Yahoo Finance, TD Ameritrades 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.

My Services

Financial Advice & Consulting

Services we provide include: Financial Planning, Retirement Planning, Investment Portfolio Management, Risk Management/Insurance Solutions, Estate Planning & Trusts.

Office Hours

wiseradvisor-balck-li-img Mon. 6:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 6:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 6:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 6:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 6:30 AM - 6:00 PM

Communities Served

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

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