UPCOMING Free WEBINAR
Presenter: John McHugh
President & Chief Investment Officer
Wealth Trust Asset Management
David Kanani is the president of Kanani Advisory Group and attributes his years of success to building close relationships with clients, regardless of the size of their accounts.
Since entering the financial services industry in 1986, David has advised hundreds of retirees and individuals approaching retirement. He focuses on the safest strategies to help protect and preserve clients’ assets, increase their retirement income, assist in reducing taxes and help them guard against inflation.
David is a member of the Better Business Bureau and the National Ethics Bureau. He holds licenses for life insurance and annuity products in California and Kentucky and has passed his Series 7 and 65 securities examinations. He has over 30 years of experience in retirement income planning and acting as a fiduciary. David holds a Bachelor of Science in Business Administration from the University of Louisville and continues to train in order to stay informed of constant changes in the field.
In his free time, David loves to tinker with his 1962 Morris Minor and ride his bike. He and his family also enjoy snowboarding in the winter and traveling in the summer. David has been happily married to his beautiful high school sweetheart, Carrie, since 1987. Together, they have raised two wonderful children, Nura and Zia, and lovingly call San Clemente, California, their home.
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