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Palm Education Planning
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Palm Education Planning
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About Us

The palm tree bestows a sense of peace, strength and flexibility to all of its surrounding landscapes. The mission at Palm Education Planning, LLC is simple: to provide our Clients peace-of-mind by creating a tailored education plan with a solid foundation that can withstand the unexpected.

Alano Massi, MBA, CFP® - Manager

Alano MassiAlano combines his love of education planning with a commitment to help individuals and families expand and preserve their future. As Manager of Palm Education Planning, LLC based in Westlake Village, California, Alano's unique specialty as an education planner assists many individuals living across the United States. Alano holds a Bachelor of Arts in Communication Studies from the University of San Diego, a Master of Business Administration in Finance from Pepperdine University, and is certified for life, accident and health insurance. Earlier in his career, 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, Alano implements techniques customized to the unique needs of each Client in order to build a successful education planning strategy. In his spare time, Alano enjoys spending time with his family, golf, racquetball, traveling, snowboarding, playing the drums, watching movies, and reading.

Codi Babcock - Associate

Codi BabcockGrowing up in a family business gave Codi a strong work ethic from a young age. Her first taste of responsibility was at 8 years old in her father's Ace Hardware store sorting out nails and sweeping floors. From there, she worked through high school and college as a horse trainer, caring for and managing over forty horses. Codi went on to pursue business at Cal State University Bakersfield graduating with her B.S. in Business Management. After graduation, she secured a position as an assistant at a firm in her hometown of Lancaster, CA. Climbing the ropes, Codi worked her way into the title of Client Services Associate and Office Manager. She is on board with Palm Education Planning to take care of all Client needs, as well as keeping the daily office operations running smoothly. In her spare time Codi enjoys riding her horses, line dancing, swing dancing, yoga, archery and spending time with family and friends.

For customized financial and retirement planning, click here.

Contact Palm Education Planning

Palm Education Planning offers a no-obligation consultation that consists of providing you a thorough analysis before any potential services begin. Individuals tend to have different preferences when communicating a strategy. Bottom line… we want you to be comfortable and confident, so we can accommodate an in-person meeting, telephone call, or video conference. In addition, we can share our computer screens with you for easy online navigation when presenting your plan.

Palm Education Planning, LLC

2945 Townsgate Road, Suite 200

Westlake Village, California, 91361

Phone Number: 805.342.0167

Email: Alano@PalmEP.com

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Thank You: for contacting Palm Education & Insurance Strategies.

We will be in contact with you within one business day.

You can also call our office at: 805.727.2000

 
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