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    Here’s our story. We look forward to hearing yours.

    At Kanani Advisory Group, our sole focus is YOU.



    Kanani Advisory Group’s mission is to help create retirement income strategies for people in or nearing retirement so their retirement income may last as long as they do. Our primary focus is YOU.

    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 strategy to help make your dreams a reality.

    Our clients are like members of our family. We pride ourselves in the high level of service and care we provide.

    David Kanani

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    David Kanani is the President of Kanani Advisory Group. David has passed his Series 65 and Series 7 examinations. He is also licensed for life insurance and annuity products in California and Kentucky, with over 30 years experience in retirement income planning. David is a member of the Better Business Bureau and National Ethics Bureau. David holds a Bachelor’s Degree in Finance from the University of Louisville and continues to train in order to stay abreast of constant changes in the field.

    Personal Note From David

    Hi, I’m David Kanani.

    I’ve been providing financial services since 1986. During this time, I have advised hundreds of retirees and individuals approaching retirement. My main focus is to use the safest strategies to help protect and preserve my clients’ assets, increase their retirement income, assist in reducing taxes and help them guard against 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. Together, we’ve 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 and bike ride. My family and I love to snowboard in the winter and travel in the summer.

    To schedule a time to discuss your financial future contact us at info@KananiAdvisoryGroup.com or call us at 877.829.9227 today!

    By contacting us you may be offered insurance and/or investment products for sale.

    Neda Kanani

    Financial Advisor

    Neda

    Investment Advisor Representative and licensed insurance professional in California, Neda Kanani is a financial advisor at Kanani Advisory Group. She works with retirees and pre-retirees and helps them plan for retirement. She is also passionate about educating and assisting women with their finances and retirement plans.
    She holds licenses in life and health insurance in California and has passed her Series 65 examination. Neda also holds a Bachelor of Arts degree in Business Administration with a Finance concentration from Cal State Fullerton.

    In her leisure time, Neda enjoys working out, going to the beach, off-roading in her Jeep Wrangler and spending time with her family and dog.

    Fred Monjazeb

    Chief Operating Officer

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    Fred Monjazeb handles all operational aspects of the business for Kanani Advisory Group. With a strong sales and marketing background as well as operational experience, Fred helps to provide managerial leadership and strategic direction to the Kanani Advisory team and ensures client satisfaction. Fred has held senior management positions at divisions of EMC, IBM and FileNet and was worldwide head of sales and operations for EMC Content Division for 4 years. Prior to that, Fred was worldwide head of sales for IBM Enterprise Content Management Division after the acquisition of FileNet by IBM in 2006. At both IBM and EMC Fred led the Go-to-Market strategy on a global basis and was responsible for the integration of numerous companies acquired to expand the companies’ product portfolios and market presence.

    Fred holds a Bachelor of Science degree in Electrical Engineering from Oklahoma State University. He is married, has two wonderful college-aged children and is an avid soccer fan. Kanani Advisory Group is proud to have Fred join our team.

    Carrie Kanani, JD

    Chief Administrative Officer

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    Carrie handles much of the administrative aspects of the firm.  Carrie is also passionate about client service. She was previously an estate attorney practicing in Louisville, KY, with experience in both administration and client management. She earned her Juris Doctor and undergraduate degrees from the University of Louisville.

    A committed advocate of community service, Carrie is a passionate supporter of Family Assistance Ministries, a homeless prevention agency, where she has volunteered since 2009. Carrie also supports other charitable endeavors such as the Leukemia and Lymphoma Society and The Wounded Warrior Project.

    Katherine Wheaton, MBA

    Director of Business

    Kathy

    Kathy manages the day to day business operations for both new and existing clients with an emphasis on compliance and customer service. 

    As a transaction specialist, Kathy strives to simplify the complex with a keen awareness of how important it is to manage the detailed steps necessary to put your financial plan in place.

    Joining Kanani Advisory Group in June 2015 with an undergraduate degree from the State University College at Buffalo and MBA from UC Irvine, Kathy comes from a diverse corporate career in senior leadership positions.  She is a seasoned professional who has been successful in cash management, developing/executing strategic business plans and team building. 

    Kathy gives back by supporting The Heroes Project which improves the care and protection of our Military Heroes and The REEL Project which works to empower populations in post conflict areas of the Democratic Republic of the Congo.

    Veronica Felipe

    Marketing Coordinator

    As Kanani Advisory Group’s Marketing Coordinator, Veronica is charged with ensuring that clients receive the utmost service and prompt attention from our entire team. Veronica is responsible for scheduling and managing all workshops, seminars, client events and portfolio reviews. She puts her customer relations experience to work every day, whether assisting clients on the phone or in the office, she strives to provide the best experience possible to every person who encounters the Kanani Advisory Group.

    Veronica holds a Bachelor of Arts degree in both Journalism and Cinema, Television Arts from Cal State Fullerton. Outside of the office, she enjoys meeting new people, playing ultimate frisbee and spending time with friends and family. She also has a passion for film and travel; she hopes to one day see all 50 states.

     

    To schedule a time to discuss your financial future, contact us at info@KananiAdvisoryGroup.com or call us at 877.829.9227 today!

    By contacting us you may be offered insurance and/or investment products for sale.

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

    CUSTOM FIT STRATEGIES

    PERSONAL SERVICES

    unique financial approach

    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.

    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. Securities offered through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC MAS and Kanani Advisory Group are not affiliated companies. David CA License #0B34918, Neda CA License #0L51510.

    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.

    The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.