Alano Massi

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About Alano Massi

Alano Massi became a fiduciary 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, Massi assists many individuals and families living across the United States with their financial planning, retirement, and wealth management needs.

Massi 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, a certification for life, accident and health insurance, and is a member of the Financial Planning Association®. He has contributed to the following prominent financial publications: Fox Business News, Forbes, Investopedia, Yahoo Finance, LendingTree, and Bankrate. Prior to starting Palm Capital Management in 2017, Massi worked as an analyst at Lionfish Advisors and Wells Fargo Capital Finance, then served as an advisor and associate vice-president at SteelPeak Wealth.

In his spare time, Massi enjoys spending time with his family, golf, racquetball, traveling, snowboarding, playing the drums, watching classic movies, and reading.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

CRD#

6259423

Firm CRD#

151367

Insurance License#

0174353

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Long Term Care, 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+

Total Assets Under Management by Advisor

$250,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Additional Details on Charges

Annual fee ranges from 0.50% - 1.50%.

Education

Bachelor of Arts - Communications

University of San Diego
09/2002 -05/2006

Master in Business Administration - Finance

Pepperdine University
09/2010 -05/2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

See https://www.palmcm.com for disclosure.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885046/paladinregistry-Palm-Capital-Management-detailed-disclosure.html

Disclaimer

See https://www.palmcm.com for disclosure.

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Paladin Research Report For:

Palm Capital Management