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Alano Massi, MBA, CFP®

Palm Capital Management

2945 Townsgate Road Suite 200

Westlake Village, CA 91361
(805) 7272000

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

CRD#

6259423

Firm CRD#

151367

Insurance License#

0174353

States Licensed in

CA, NV, FL.

Years of Experience in Financial Services

15

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

Compliance

Registered Investment Advisor

No

Registered Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant

Securities Licenses

Series 65

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

Compensation and Fees

Fee Structure

Fee-Based

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
09/2010 - 05/2012

Bachelor of Arts - Communications

University of San Diego
09/2002 - 05/2006

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.