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

Connect With an Expert Financial Advisor and Get Answers

Palm Capital Management is a d/b/a of Dynamic Wealth Advisors (CRD #151367), a registered investment advisor. The firm's mission is simple. We want to provide peace-of-mind. In doing so, we service our Clients by providing objective advice without any hidden agendas. As fiduciaries, we are obligated to act in the best interests of our Clients at all times.

Our services include personalized financial planning, retirement planning, investment management, and risk management. We differentiate ourselves by providing competitively-priced solutions with exceptional service.


General Information

Firm Start Year:   2010
No.of Employees:   2-4
Insurance License#:   0174353
States Licensed in:   CA, NV.
Number of Years with Current Firm:   1
I work with the following types of clients:   Individual Investors , Businesses


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care , Life , Health
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:   $50-75MM


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
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:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1


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


Disclaimer

Alano D. Massi is an Investment Advisor Representative with Dynamic Wealth Advisors dba Palm Capital Management, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. The material has been distributed for informational purposes only. 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 at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.

Alano Massi, MBA, CFP®

Alano Massi, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant


As Managing Director at Palm Capital Management based in Westlake Village, California, Alano Massis specialty as a financial planner, retirement planner, and investment manager assists many individuals and families living in the areas of Westlake Village, Thousand Oaks, Las Vegas, and across the United States. Alano is a CERTIFIED FINANCIAL PLANNER" practitioner, holds a Bachelor of the Arts (BA) in Communication Studies, a Master of Business Administration (MBA) in Finance, a Series 65 securities license, and is certified for life, accident and health insurance. Using his analytical background and investment experience, Alano implements financial strategies customized for the unique needs of each client to build, preserve and transfer wealth. Individuals that Alano services primarily include business owners, retirees, engineers, physicians, real estate professionals, divorcees, and young professionals. For qualified high-net worth clients, Alano provides strategic advice through alternative investments, including real estate, hedge funds, private equity, structured products, and derivatives.

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 compensation for any commissions or trade executions. His minimum investment to begin a financial planning relationship is $100,000.

My Services


Financial Advice & Consulting

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

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

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:30 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:30 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:30 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:30 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:30 PM

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