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Business Profile

Financial Services

Kanani Advisory Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(949) 502-7001Email BusinessWrite a Review

About

Overview

Kanani Advisory Group

16510 Bake Pkwy Ste 100

Irvine, CA 92618-5606

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BBB Accreditation & Rating

Kanani Advisory Group is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

This business offers retirement planning services and annuities.

BBB Accredited Since: 6/1/2016

Years in Business: 19

Products and Services

Estate Planning, Financial Advisory, Income Planning, Insurance Planning, Investment Strategies, Legacy Planning, Retirement Planning, Risk Management, Tax Planning, Wealth Management

Business Details

Local BBB:
BBB Serving the Pacific Southwest, Central & Inland California
Business Started:
9/13/2006
Type of Entity:
Sole Proprietorship
Alternate Names:
Kanani Financial Services
Business Management:
Mr. David Kanani, President
Mr. Daniel Wu, Chief Operating Officer

Additional Contact Information

Principal Contacts
Mr. David Kanani, President
Customer Contacts
Mr. David Kanani, President
Fax numbers
Primary Fax: (949) 502-7006
Additional Phone Numbers
Other Phone: (949) 388-6194
Other Phone: (949) 388-8130
Other Phone: (877) 829-9227
Additional Email Addresses
Primary: Email this Business
Additional Websites
ethicalcommunity.org/kana...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Financial Services, Insurance Companies, Investment Security, Wealth Management

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