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 based in Calabasas, CA, 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, 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.
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: | All |
| Number of Years with Current Firm: | 5 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting |
Services |
| Investment Types: | Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Email, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Life, Long Term Care |
| 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: | $170mm |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
| Additional Details on Charges: | Annual fee ranges from 0.50% - 1.50%. |
Education |
| Bachelor of Arts - Communications | University of San Diego
- San Diego, California 09/2002-05/2006 |
| Master in Business Administration - Finance | Pepperdine University
- Malibu, California 09/2010-05/2012 |
Financial Services |
| Financial Advice & Consulting
Services we provide include: Financial Planning, Retirement Planning, Investment Portfolio Management, Risk Management/Insurance Solutions, Estate Planning & Trusts. |
FAQs |
Do you have a customer satisfaction or refund policy?We have a policy of no lock-up periods. |
Why should I choose you as my financial advisor?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 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. |
How do you charge for your services?Flat-fee only. |
How are you compensated? How will I pay for your services?I am compensated on a flat-fee basis. |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
| Mon. | 6:30 AM - 6:00 PM |
| Tue. | 6:30 AM - 6:00 PM |
| Wed. | 6:30 AM - 6:00 PM |
| Thu. | 6:30 AM - 6:00 PM |
| Fri. | 6:30 AM - 6:00 PM |
| 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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