At Kanani Advisory Group, Our sole focus is YOU.
Kanani Advisory Group started in 1998. Since that time, we’ve had the privilege of helping hundreds of pre-retirees and retirees. We take our job as financial advisors seriously, and we consider it extremely rewarding to bring a greater sense of freedom and security to our clients.
Although you might retire—your dreams won’t. No matter what stage of life you are in, our staff at Kanani Advisory Group can help you develop a strategy to make your dreams a reality.
Our clients are like members of our family. We pride ourselves in the high level of service and care we provide.
David Kanani is the President of Kanani Advisory Group. His licenses include Series 7 and 65, and he is also licensed for life insurance and annuity products in California and Kentucky, with over 28 years experience in retirement income planning. David has earned his Certified Senior Advisor designation, and maintains top ratings from the National Ethics Bureau and Better Business Bureau. David holds a Bachelor’s Degree in Finance from the University of Louisville and continues to train in order to stay abreast of constant changes in the field.
Personal Note from David
Hi, I’m David Kanani.
I’ve been providing financial services since 1986. During this time, I have advised hundreds of retirees and individuals approaching retirement. My main focus is to use the safest strategies to help protect and preserve my clients’ assets, increase their retirement income, assist in reducing taxes and help them guard against inflation. I attribute my years of success to building close relationships with my clients, regardless of the size of their accounts.
Outside of my career, I have a beautiful wife, Carrie, my high school sweetheart—whom I married in 1987. Together, we’ve been blessed with two wonderful children, Nura and Zia. Our home is in San Clemente, California.
When I am not in the office, I love to tinker with my 1962 Morris Minor and bike ride. My family and I love to snowboard in the winter and travel in the summer.
To schedule a time to discuss your financial future contact us at info@KananiAdvisoryGroup.com or call us at 877.829.9227 today!
By contacting us you may be offered insurance and/or investment products for sale.
Travis Williams, MBA
Travis Williams is a licensed financial advisor at Kanani Advisory Group and has been with the firm since 2009. He helps our client families develop financial and retirement income plans to ensure they are confident about their financial futures. Also passionate about business education and ethics, Trav is an adjunct business instructor at Forbes School of Business and has taught for multiple universities since 2002. A California native, Trav earned a Master’s Degree in Business Administration from the University of Phoenix while simultaneously raising a family and working at AT&T Wireless. Trav has served on the board of the Interfaith Council of South Orange County since 2011.
Daniel Wu, MBA
Chief Operating Officer
Daniel Wu handles all operational aspects of the business for Kanani Advisory Group. With a strong accounting and financial background as well as operational experience, he helps to provide managerial leadership and strategic direction to the Kanani Advisory team and ensure client satisfaction. Daniel’s experience includes serving as CFO at Tickets.com; CFO/COO of DentalView; and as a Senior Supervising Auditor at KPMG. He earned his Master’s Degree in Business Administration at the USC Marshall School of Business and is a Certified Public Accountant. Daniel is also actively involved in the community, including serving as Chairman of the Board of Game Changer Charity, whose mission is to help children with life threatening illnesses and was the 2012 and 2013 Corporate Walk Chair of the Light the Night Walk and the Chairman’s Circle Board Member for the Leukemia & Lymphoma Society. Kanani Advisory Group is proud that Daniel received the 2011 Man of the Year Award for Orange and Riverside Counties from the Leukemia & Lymphoma Society for his contributions to and leadership for this non-profit.
Director of Business
Michelle works to corral the vast amounts of paperwork created in this business. She makes sure to gather all of the information needed to ensure that your business with David or Travis runs smoothly. She will also work to help you with any changes or updates to your accounts. Michelle holds a Bachelor of Arts Degree from LeMoyne College in Syracuse, NY and has held several leadership roles in her various jobs through the years. She is married to an engineer and mother of two sons studying engineering in college. Please feel free to contact Michelle by phone or the e-mail listed above.
Director of First Impressions and Marketing
As Kanani Advisory Group’s Director of First Impressions and Marketing, Maia is charged with ensuring that clients receive the utmost service and prompt attention from our entire team. Maia is responsible for scheduling all workshops, client events and client portfolio reviews. She puts her 10 years of business and customer relations experience to work every day whether assisting clients on the phone or in the office. Maia strives to provide every person who comes in contact with Kanani Advisory Group the best experience possible.
Maia is currently in her senior year at Argosy University where she is pursuing a Bachelor of Science in Business Administration. Outside of the office, Maia is passionate about music and studies opera and vocal performance.
Carrie Kanani, JD
Chief Administrative Officer
Carrie handles much of the administrative aspects of the firm. Carrie is also passionate about client service. She was previously an estate attorney practicing in Louisville, KY, with experience in both administration and client management. She earned her Juris Doctor and undergraduate degrees from the University of Louisville.
A committed advocate of community service, Carrie is a passionate supporter of Family Assistance Ministries, a homeless prevention agency, where she has volunteered since 2009. Carrie also supports other charitable endeavors such as the Leukemia and Lymphoma Society and The Wounded Warrior Project.
To schedule a time to discuss your financial future, contact us at info@KananiAdvisoryGroup.com or call us at 877.829.9227 today!