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Click Here to view Dynamic’s Form CRS (Client Relationship Summary)
and Click Here to view Dynamic’s ADV Firm Brochure. Click Here for additional information. Click Here to see our privacy policy.

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 and Palm Risk Management, LLC do not act in an investment advisory representative role when recommending these outside services. Palm Risk Management 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. Palm Capital Management provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Palm Capital Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Palm Capital Management | PalmCM.com | 805.727.2700 | info@palmcm.com

Click Here to view Dynamic’s Form CRS (Client Relationship Summary)
and Click Here to view Dynamic’s ADV Firm Brochure. Click Here for additional information. Click Here to see our privacy policy.

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 and Palm Risk Management, LLC do not act in an investment advisory representative role when recommending these outside services. Palm Risk Management 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. Palm Capital Management provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Palm Capital Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Financial Planning

There is no sense in working to accumulate assets if you are not going to have a plan for them. Our financial planning tools and technology will serve as a visual guide to help monitor the likelihood of your financial success. In creating a blueprint for your future, it’s important to have a realistic set of expectations, along with a mix of discipline and flexibility. Our team will add expertise and professionalism to your financial and retirement plan by providing you the following:

Cash Flow and Budget Analysis
Asset Class and Inflation Projections
Monte-Carlo simulation
Personal Net Worth Statement
Risk Tolerance Discovery
Economic Analysis

Alano Massi, MBA, CFP® - Managing Director

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 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.

Disclaimer

The information on this website is for informational purposes only; it is deemed accurate but not guaranteed. It does not constitute professional advice. All information is subject to change at any time without notice. Contact us for complete details.