Bringing strength and flexibility to your
Retirement Planning &Wealth Management
Financial Advisors serving clients locally in Calabasas, CA, and nationwide
Financial Services
Financial Planning
Our financial planning tools and technology will serve as a visual guide to help monitor the likelihood of your financial success.
Retirement Planning
Our process will assist you in developing a plan of action that can lead to a successful retirement.
Wealth Management
Our team will design and implement a more personalized investment strategy
Estate & Legacy Planning
We want our clients to be in control of the legacy they leave behind, and avoid probate whenever possible.
Risk Management
Our team has the resources to help you fill that void to manage your risk and protect your family.
Tax Planning
We offer personalized tax planning with CPA partners to minimize taxes, maximize wealth, and help you keep more.
Quoted in many prominent publications
Forbes
Fox Business
Investopedia
LendingTree
U.S. News
Yahoo Finance
*Alano Massi was quoted in the above-referenced publications. Being included in these publications does not guarantee future investment success and should not be construed as a current or past endorsement or testimonial for Alano Massi by this publication. These publications do not suggest that any of his clients or prospective client will experience a higher level of investment performance.
Our Custodians
Fidelity
Charles Schwab
About us
Helping our clients achieve financial success
Palm Capital Management is a financial planning, retirement planning, and wealth management firm based in Calabasas, California that specializes in the advisory of investment accounts for individuals, families, and small businesses. Our firm services Clients across America.
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Words from Our Clients
Independent Google reviews from those who trust us with their financial future.
“Alano has been managing my now quite sizeable Schwab rollover IRA and revocable trust accounts for 11 years. I’ve left practically all investment choices to him. The funds have grown substantially under his guidance. He and his staff have always been available and responsive to any requests I have for documents or explanations.”
This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience.
“I have worked with Alano Massi for several years and it has been an exceptional experience. Alano is very professional and knowledgeable, and he always makes time to understand my specific goals. Alano and his staff provide prompt and friendly communication, always available to answer my questions and ease my concerns.”
This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience.
Financial Resources
Retirement Planning
A Guide to Individual Retirement Accounts (IRAs)
Retirement Planning
How Much Do Aerospace Professionals Need to Retire?
Retirement Planning
Should You Retire Now or Work One More Year After an Aerospace Career?
Retirement Planning
A Retirement Readiness Checklist for Aerospace Professionals: 10 Years Before Retirement
Estate Planning
Estate Strategies: Critical Elements of an Estate Plan
Retirement Planning
5 Ways to Stay Confident in Retirement
Schedule your consultation.
Whether you are preparing for, approaching, or in retirement, your financial planner at Palm Capital Management will engineer a customized strategy that takes your unique goals and needs into account.