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.

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.

What an unforgettable evening! 💜A huge thank‑you to the Alzheimer's Association, Orange County Chapter for hosting such ...
03/23/2026

What an unforgettable evening! 💜
A huge thank‑you to the Alzheimer's Association, Orange County Chapter for hosting such a beautiful and meaningful gala. The energy, the stories, and the shared commitment to making a difference were truly inspiring. Grateful to be part of a community that continues to fight for hope, support, and progress.
Here’s to the incredible work being done and to everyone who helps move the mission forward. 💜

Thank you to Kanani Advisory Group for your incredible leadership as a Champion Sponsor. The time is NOW to make an impact on the many lives affected by Alzheimer’s and other dementias, and your partnership helps fuel critical research, expand care and support, and drive greater awareness in our community.

We are deeply grateful to have you as part of this extraordinary night as we celebrate progress, purpose, and possibility and look ahead with determination and hope for the future of the fight against Alzheimer’s. Your commitment is helping move us closer to a world without this disease. 💜

Join us on Saturday, March 21, 2026 at the Balboa Bay Resort in Newport Beach. 🔗 https://e.givesmart.com/events/KaU/

03/20/2026
💜 We’re honored to return as a Champion Sponsor for this year’s Alzheimer’s Association Gala! Supporting this mission is...
03/11/2026

💜 We’re honored to return as a Champion Sponsor for this year’s Alzheimer’s Association Gala! Supporting this mission is deeply meaningful to us, and we’re proud to stand alongside so many dedicated advocates working toward a future without Alzheimer’s.

We’re excited to attend the Gala again this year and look forward to an inspiring evening filled with purpose, connection, and hope. Together, we can make a powerful impact.

02/24/2026

On Friday, David Kanani joined to discuss the Supreme Court’s move to strike down several of President Trump’s tariffs and what this means for the public’s push for refunds.

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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