Kanani Advisory Group
About Kanani Advisory Group
Kanani Advisory Group started in 1998. Since that time we've had the privilege of helping hundreds of clients who were nearing retirement or already enjoying it.
We take our job as financial advisors seriously and it is our goal to help our clients gain financial freedom.
Although you might retire, your dreams won't. No matter what stage of life you are in, our staff at Kanani Advisory Group can help you develop a plan to help pursue your dreams.
Our clients are like members of our family. We pride ourselves in the level of service and care we provide.
Hi, I'm David Kanani. I have been providing financial services since 1986. I have advised hundreds of retirees and those who are approaching retirement.
My main focus is to use safe strategies to help protect and preserve my clients' assets, increase their retirement income, reduce taxes and beat inflation.
I attribute my years of success to building close relationships with my clients, regardless of the size of their accounts.
Outside of my career, I have a beautiful wife, Carrie, my high school sweetheart whom I married in 1987.
Carrie and I have been blessed with two wonderful children, Nura and Zia. Our home is in San Clemente, California.
When I am not in the office, I love to tinker with my 1962 Morris Minor. My family and I love to snowboard in winter and travel in summer.
Investing involves risk, including the potential loss of principal. Any references to protection benefits and safety generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Investment advisory services offered through Kanani Advisory Group, a Registered Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. MAS and Kanani Advisory Group are not affiliated companies. David CA License #0B34918