With over a decade of investment experience, Alano combines 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’s specialty as a financial planner, retirement planner, and investment manager assists many individuals and families living in the areas of Westlake Village, Thousand Oaks, Palmdale, Las Vegas, and across the United States. Alano is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds a Bachelor of Arts in Communication Studies, a Master of Business Administration in Finance, a Series 65 securities license, and is certified for life, accident and health insurance. 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 compensation for any commissions or trade executions.
In his spare time, Alano enjoys spending time with his family, golf, racquetball, traveling, snowboarding, playing the drums, watching movies, and reading.