Kanani Advisory Group

Kanani Advisory Group is a retirement income and estate planning firm serving clients throughout California and other states. Founded in 1998, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

Our Specialties
Retirement Income Strategies
Wealth Accumulation
IRA & 401(k) Rollovers
Estate Planning
Life Insurance
Tax Minimization Planning

A trusted financial professional

We understand how important it is for you to be able to trust your financial professional. It’s important to have a trusted professional you can count on to provide you with accurate and helpful information.

Kanani Advisory Group is that professional you trust. We are experienced, responsive and understand your need for integrity and transparency.

Plan for financial independence

To schedule a time to discuss your financial future contact us at or call us at 877.829.9227 today!