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 has 36 years of experience in wealth management and retirement planning. David is also an independent financial fiduciary. He 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 classic 1969 Mercedes and is an avid mountain biker. 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. What he is now most proud of is being a grandfather.