Alano Massi
AUTHOR

Alano Massi

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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. Using his analytical background and investment experience, Massi implements financial strategies customized for the unique needs of each client to build, preserve and transfer wealth. Individuals serviced primarily include business owners, retirees, engineers, physicians, real estate professionals, divorcees, and young professionals. Massi 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 reliable team, Massi coordinates his financial responsibilities with other professionals to help achieve the required objectives, including CPAs, third-party administrators, and estate-planning attorneys. Massi strongly believes in investing alongside his Clients, and his success is determined by the performance of his Clients’ portfolios. He charges a competitive flat annual fee for his services and does not receive any commissions for security trade executions. In his spare time, Massi enjoys spending time with his family, golf, racquetball, traveling, snowboarding, playing the drums, watching movies, and reading.
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  • Lasting Wealth cover art
    Preview

    • Lasting Wealth

    • Mastering Essential Knowledge for Retirement Planning
    • By: Alano Massi
    • Narrated by: Mike Elmore
    • Length: 4 hrs and 22 mins
    • Release date: 25-02-2026
    • Language: English
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