Kanani Advisory Group - Irvine, California

Elaine Wong

David Kanani has been supporting our family for over 20 years starting with my mother who gave him a chance when he first started. I appreciate that David has always been honest with us when we asked for advice or want to see how our investments are doing. He always made time for my mother and has continued to work with our family's busy schedule. The in-person visits have always been professional, respectful, and timely. David takes the time to explain his responses thoroughly so we know what the risks are and is always prepared. He has never pressured us and has always provided sound advice in our best interest. I like the fact that David has remained the same person that he was when he first started: calm, collective, trustworthy, and competent. His staff is very responsive and courteous. Our family will continue to support David and would highly recommend him.

Parissa 33

Leila is amazing !
She is very professional and dedicated to her clients. Leila is friendly and is an absolute fun to work with. She is a valuable asset to her group.

Gerald Maio

I rate the Kanani Advisory Group a 5 star investment advisor. This group is a fiduciary representative to promote your best interests. Mr. Kanani personally has over 30 years of investment experience and almost (99.99%) of his clients are very happy. He does not risk your money without making sure you have a stable base of investments first. We have invested (both spouses) with him for about 20 years.

Jim Maleki

About 6 years ago we met David Kanani and started investing with him trusting him with our retirement planning and fund management. At our first meeting we were very impressed with the clarity of his explanations and the thoroughness of his planning and presentation. Over the years, we have continued to be very impressed with the way he has been handling our account. He is very knowledgeable in his field and goes out of his way to explain the ins and outs of various options available. He is always available to discuss and respond to our questions and always impresses us with the care he takes in handling the account and the way he makes us feel as if we are a part of his family. He, also, always arranges for regular meetings to review the investments even when everything seems to be going well.
Based on our very positive experience with him and his team, we have no hesitation in recommending that prospective clients should arrange a meeting to discuss retirement planning or wealth management with him.

cheryl davids

Mr. Kanani has been extremely helpful in handling my finances. I have complete faith in his advice. He is always available to talk to if I have questions. He is friendly and truly concerned about me and my financial situation.

Tom Coffield

David has been our financial advisor for about 20 years. In that time he has earned our unquestioned trust regarding guiding us in our financial matters. While he always has recommendations, he first listens to our goals and concerns and never pushes us
towards anything with which we are not comfortable. David and his office are responsive, and make the process of opening new accounts, making changes to existing accounts, or making withdrawals as fast and easy as possible. If we didn’t have complete confidence in David and his team putting our goals and risk tolerance at the forefront, we would not have stayed with him for all this time. I would recommend David without hesitation.

Barbara Benjamin

My husband and I have been a client of David's for over 20 years. When we started, our children were young. They've just finished with college, and we'll be moving toward retirement in a few years. Through all of these life-stages, it's been a constant comfort to know we had a partner in planning our future. And one we trust deeply.

Early on, David informed us about annuities (way before they became so popular), which protected us during some bearish years.

David has become so integral that our daughters know if anything should happen to us, they need to call Mr. Kanani. I recommend David strongly if you're looking for an advisor to trust with your future.

Nazy Beigi

Kanani Advisory Group under Mr David Kanani leadership is one of the most trusted company that you can leave you retirement and 401K there with peace of mind. I and my husband have since 2018 and enjoy our retirement.