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    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    Since 1998, Kanani Advisory Group has been working with friends and neighbors throughout the greater California area to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!



    unique financial approach

    Kanani Advisory Group

    Kanani Advisory Group is a retirement income and estate planning firm serving clients throughout California and other states. Founded in 1998, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

    Our Services

    • Retirement Income Strategies
    • Wealth Accumulation
    • IRA & 401(k) Rollovers
    • Estate Planning
    • Life Insurance
    • Annuities
    • Tax Minimization Planning

    A Trusted Financial Professional

    We understand how important it is for you to be able to trust your financial professional. It’s important to have a trusted professional you can count on to provide you with accurate and helpful information.

    Kanani Advisory Group is that professional you can trust. We are experienced, responsive and understand your need for integrity and transparency.

    Plan For Financial Independence

    Contact us at info@KananiAdvisoryGroup.com or call us at 877.829.9227 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    David Kanani is the President of Kanani Advisory Group. He has passed the Series 7 and 65 examinations, and he is also licensed for life insurance and annuity products in California and Kentucky, with over 28 years experience in retirement income planning.

    David Kanani

    We 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.

    Investment advisory services offered through Kanani Advisory Group, a Registered Investment Advisor. CA Insurance License #0B34918.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.