Kanani Advisory Group

Kanani Advisory Group "Although you might retire, your dreams won't." -David Kanani Kanani Advisory Group started in 1998. Although you might retire, your dreams won't.

Since that time we've had the privilege of helping hundreds of clients who were nearing retirement or already enjoying it. We take our job as financial advisors seriously and consider it extremely rewarding, bringing a sense of freedom and security to our clients. No matter what stage of life you are in, our staff at Kanani Advisory Group can help you develop a plan to achieve your dreams. Our cli

ents are like members of our family. We pride ourselves in the level of service and care we provide. Kanani Financial & Insurance Services, Inc. and Kanani Advisory Group, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Kanani Financial & Insurance Services, Inc.. Investment Advisory Services are offered through Kanani Advisory Group, Inc., a registered investment adviser. CA License # 6007382

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Starting next Friday, June 26th through Labor Day, our office will close at 2:30pm on Fridays to allow our staff to spen...
06/18/2026

Starting next Friday, June 26th through Labor Day, our office will close at 2:30pm on Fridays to allow our staff to spend a little extra time with their families!

Be part of our 2026 Anti‑Cancer Challenge team and help carry the stories of those we love, those we’re fighting for, th...
06/17/2026

Be part of our 2026 Anti‑Cancer Challenge team and help carry the stories of those we love, those we’re fighting for, those we’ve lost, and those still battling. Every step, every mile, every moment out there is a reminder that hope is stronger when we move together.

If you can’t join us on event day, your heart can still be there. Every dollar donated goes directly to cancer research fueling breakthroughs, supporting patients, and bringing us closer to the day when no family has to hear the words “you have cancer.”

Walk with us. Ride with us. Stand with us. Your support truly changes lives.

https://www.anti-cancerchallenge.org/KananiAdvisoryGroup

We’re excited to kick off the 2026 UC Irvine Anti-Cancer Challenge as the event celebrates its 10‑year anniversary. This...
06/10/2026

We’re excited to kick off the 2026 UC Irvine Anti-Cancer Challenge as the event celebrates its 10‑year anniversary. This milestone reminds us how many lives, families, and stories have shaped this community—and why we continue to show up year after year.

If you’d like to join our team—whether you run, bike, or walk—we’d truly love to have you with us. And if you’re not able to participate this year, your support still means so much. Sharing your story or making a donation in honor of someone you care about helps move life‑saving research forward.

Every dollar raised goes directly to cancer research, and every contribution—big or small—makes a real impact.

https://www.anti-cancerchallenge.org/KananiAdvisoryGroup

Today we honor the heroes who sacrificed for our nation. We are grateful for their service and their legacy.
05/25/2026

Today we honor the heroes who sacrificed for our nation. We are grateful for their service and their legacy.

To all the incredible mothers we have the privilege of serving — Happy Mother’s Day. Your guidance, resilience, and unw...
05/10/2026

To all the incredible mothers we have the privilege of serving — Happy Mother’s Day.
Your guidance, resilience, and unwavering care inspire us every day. From everyone at Kanani Advisory Group, we hope your day is filled with love, gratitude, and well‑deserved rest.

🌷🐣 Happy Easter from Kanani Advisory Group! Wishing you a bright, joyful day filled with renewal, hope, and meaningful ...
04/05/2026

🌷🐣 Happy Easter from Kanani Advisory Group!
Wishing you a bright, joyful day filled with renewal, hope, and meaningful moments. Enjoy the season of fresh beginnings! 🌼✨

🎉 Office Birthday Surprise! 🎉Today we had a great time celebrating our advisor, Max Lepley, with a full-on office surpri...
03/27/2026

🎉 Office Birthday Surprise! 🎉
Today we had a great time celebrating our advisor, Max Lepley, with a full-on office surprise. From decorations to big smiles, we turned his workspace into a mini party zone and made sure he felt all the appreciation he deserves.

Here’s to another year of Max’s guidance, energy, and all-around awesomeness. Happy Birthday, Max! 🎂✨

03/27/2026

The Alzheimer’s Association Gala always reminds us why this work matters so deeply, every story, every family, every moment of hope. Grateful to be part of a community that continues to push for awareness, support, and a future without Alzheimer’s.

03/26/2026

Rising tensions in Iran have pushed oil prices higher and stirred unease among investors. David Kanani spoke with Ryan Thompson of Spectrum News 1 SoCal to discuss why investors shouldn’t panic in the wake of stock market volatility.

03/20/2026

Address

16440 Bake Pkwy, Ste 150
Irvine, CA
92618

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 12pm

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