Discover how Kanani Advisory Group help individuals and families achieve their ideal retirements
They are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. David Kanani is also a registered representative of broker-dealer Madison Avenue Securities, LLC.
Securities offered through Madison Avenue Securities, LLC (MAS), member of FINRA/SIPC. Investment Advisory Services offered through Kanani Advisory Group, a Registered Investment Advisor. MAS and Kanani Advisory Group are not affiliated companies. Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. David CA License #0B34918, Neda CA License #0L51510.
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DAVID KANANI
President
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.
CONTACT INFORMATION
Phone: 949.502.7001
Fax: 949.502.7006
Email: info@KananiAdvisoryGroup.com