Alano Massi, MBA, CFP®, Managing Director

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 Westlake Village, California, 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, and is certified for life, accident and health insurance. Alano has contributed to the following prominent financial publications: Fox Business News, Yahoo Finance, TD Ameritrade’s TickerTape, LendingTree, and Bankrate. Prior to Palm Capital Management, Alano served as Associate Vice-President at Steel Peak Wealth Management. He spent six years as an analyst at an ultra-high-net-worth private family office, boutique investment bank Lionfish Advisors, and Wells Fargo Capital Finance.

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. Alano also provides strategic advice in alternative investments including real estate, hedge funds, private equity, structured products, and derivatives for qualified clients. When a client requires a team, Alano coordinates his financial responsibilities with other professionals, including CPAs and estate-planning attorneys, to help achieve the required objectives. 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. In his spare time, Alano enjoys spending time with his family, golf, racquetball, traveling, snowboarding, playing the drums, watching movies, and reading.