Alano + Massi - Financial Advisor in Calabasas, CA

Paladin Research Report For:

Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102
Calabasas, CA 91302

About Alano Massi

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.

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General Information

Firm Start Year
  • 2010
No. of Employees
  • 10-19
  • 6259423
Firm CRD#
  • 151367
Insurance License#
  • 0174353
States Licensed in
  • CA, NV, FL.
Years of Experience in Financial Services
  • 16
Number of Years with Current Firm
  • 5
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Financial Advice & Consulting


Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 65
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
  • $150mm

Compensation and Fees

Fee Structure
  • Fee-Based
Additional Details on Charges
  • Annual fee ranges from 0.50% - 1.50%.


Bachelor of Arts - Communications
  • University of San Diego
    09/2002 - 05/2006
Master in Business Administration - Finance
  • Pepperdine University
    09/2010 - 05/2012

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for 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