Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

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 take pride in the high level of service and care we provide.


David Kanani


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.

Neda Kanani

Financial Advisor

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.

Neda holds licenses in life and health insurance in California and is registered as an Investment Adviser Representative, having passed her Series 65 securities examination. She also holds a Bachelor of Arts 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.

Carrie Kanani, JD

Administrative Assistant

Katherine Wheaton, MBA

Director of Business

Veronica Felipe

Director of New Business

Leslie Dekker

Executive Assistant

Judy Baladi

Marketing Coordinator

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a webinar.

Or give us a call at 949.502.7001