Kanani Advisory Group

It has been a pleasure working with Kanani Advisory Group over the years. David, Leila, and the entire team consistently demonstrate professionalism, integrity, and deep financial expertise. Their personalized approach and clear communication have given me confidence in every financial decision I've made. I truly value their guidance and highly recommend them to anyone seeking trusted and strategic financial advice.

I would like to Thank you Leila Joon with her vast knowledge of her financial expertize. At our first meeting, she had so much patience and explans what plans she will work for me to pre-retire and be ready for retirement. Leila is absoutly positive energy and Sunshine. I'm so happy Leila is my very caring advisor. Kudos to Leila. kamelia

Leila is exactly as the other reviews on here say. She went out of her way to give me some amazing advice and things to think about as I begin life with my new career. You could tell she just cares about helping people be smart with their finances. I 10/10 would recommend, its hard to find people like that in today?s world!

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

We?ve been very happy with the guidance we have received from David. He takes his business very personally and it is a pleasure working with him.

Great experience with the group specially with Leila, she was great help and very confident with great customer service

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

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.

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 daught

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 confide

David Kanani and his staff have been our financial advisors since 2007. Yes, before the market crisis of 2008. We were glad to have them then and we are glad to have them now. David is honest, conscientious and concerned for the well-being and success of his clients. David has been instrumental in designing our diversified portfolio that is serving us well in our retirement. He and his staff are also serving several of our satisfied family members as well as a result of our recommendation and his perfo

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.

I think very highly of Mr. Kanani. My experiences with him both during our consultation and during subsequent interactions have been nothing short of a pleasure and it is clear to me that he does look out for the client's best interest. My interactions with him have been very informative and at no point in time did I feel like he was trying to milk money out of me or make investing seem more complicated in order to coerce me into using his services. He is a very kind a caring individual and I would recomm

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.

My husband and I have been clients of Mr. Kanani for over 10 years. We have had excellent service and advise. Our investments have been fruitful and we always get honest advise. The group went above and beyond when I needed to resolve my mothers estate. So grateful for all you have done for us.

David Kanani and his team have proven, over the past 20 years, to be the most dependable, honest and solid financial advisor firm my wife and I have had the pleasure of working with. We would highly recommend the Kanani Advisory Group!

Old woman's broken hart , Mr. Kanani: Six years ago, after my divorce, and in order to establish financial independence, I contacted you in order to use your experience in investing the little savings I had. You accepted my business, and added that you would assist me as you would your sister. You also added that you would invest my fund in a portfolio, the interest of which would allow me to use its interest on a monthly basis, and it would ease my financial condition. At the end of the first year, I recei

My wife and I first met David when we attended a free seminar that he offered. We were impressed by what he had to say and decided to schedule a personal consultation with him. This was a great decision. We have been very satisfied with the service he and his advisory group provide. David listens closely to your goals and concerns and tailors a program specific for your needs.

I was looking for a place to invest my money and seek professional financial advice when I found Mr. Kanani's firm. Unfortunately, the outcome was different from my expectations and financial goals. Long story short, without much detail: he (verbally) promised me a minimum of 2%- maximum 6% interest rate. However, NEITHER was the outcome. After a year my money virtually remained unchanged despite his promise. I understand the state of economy. As you can imagine, I was confused as I had entrusted Mr. Kanani

Mr. Kanani is the most caring financial advisor you will ever meet.He has tons of knowledge and experience and a wonderful, professional, and knowledgeable staff. He will not only be your advisor but also a true friend for the rest of your life.

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.

When I retired and moved to Southern California I looked for a local personal financial advisor that I can trust and have face to face conversations. My research and recommendations from friends lead me to Kanani?s advisory group, a group of friendly specialist who treat you like family. They organize frequent social events to gather their clients from dinner in upscale restaurants to BBQ outdoors and even cycling tours. I travel a lot and miss some of their events which always includes short talk about the

We are vert happy with our financial adviser Mr. Kanani and his office staff. His clarity and his thoughtfulness as well as his knowledge is very impressive. Mr. Kanani is always there for us regarding our financial question. Excellent professional Adviser.

I would like to share my experience with Mr Kanani and his whole team of kanani advisory group. They are Very honest , extremely friendly staff , very Responsive and trustworthy. The best financial adviser I have ever worked with ??

I have known Mr. Kanani for over 20 years. He helped me with my Investments years ago and I have come back to him for guidance to roll over my investments. I trust him implictly. He has never instructed me wrong.

KAG is a professional and courteous group of people all the way around.? David treats you like family.? He is knowledgeable, patient and, genuine. They listen and treat you as if you were the only one.? Highly recommend connecting with KAG and finding out for yourselves.

David and his company have been very professional and he has been a true fiduciary! Always enjoy our yearly visit and his fun activities for his clients!

They are easy to work with, friendly, knowledgeable and always looking out for their clients best interests. I find them to be very responsive when contacting regarding our accounts.

Hi, I have been investing at this place since 2015, so far I do not have any problem and I may add more to my investment after I retire.

Such wonderful staff, up-front with everything, extremely attentive to all my needs and concerns.

Leila is a great advisor. She helped my husband and I. She has great customer service skills. We are so happy to know her.