Kanani Advisory Group

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

16510 Bake Pkwy Ste 100, Irvine, Califor...

Phone Number

(949) 502-7001

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
2
1
1
1

About Kanani Advisory Group

Kanani Advisory Group is a holistic financial advisory firm specializing in wealth management, retirement planning, tax planning, risk management, and legacy planning. They provide tailored investment strategies and financial tools to help individuals and families achieve their ideal retirement. The firm focuses on creating lasting retirement income strategies and offers complimentary consultations to evaluate clients' financial situations. Their services are designed for individuals in or nearing retirement, aiming to ensure a secure and enjoyable retirement experience.Explore more
Kanani Advisory Group's Social MediaPopular SearchesKanani Advisory GroupKanani Dental Group IncKanani Financial ServicesKanani IncKanani FinancialSIC Code 62,628NAICS Code 52,523Show more

Kanani Advisory Group Org Chart

PhoneEmail
KW
United States flag for contact location.

Director, Business Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Kanani Advisory Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Kanani Advisory Group

Compare insights from companies similar to Kanani Advisory Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kanani Advisory Group

<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
$6.4M
11-50
Private
-
2011
JG
Janine GieckController & Manager, Transfer
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2018
SM
Shawni MrkvickaVice President, Operations
<$5M
11-50
Private
-
2004
KB
Kyle BostonChief Investment Officer
<$5M
1-10
Private
-
2014
KM
Kimberly McCloskeyDirector, Operations
<$5M
1-10
Private
-
2002
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kanani Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kanani Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kanani Advisory Group.

Kanani Advisory Group Tech Stack

A closer look at the technologies used by Kanani Advisory Group

Kanani Advisory Group News & Media

  • How to Choose a Life Insurance Beneficiary

    David Kanani, president of Kanani Advisory Group, shares the important considerations to keep in mind when designating a beneficiary of a life insurance policy. IRVINE, Calif., May 20, 2022 /PRNewswire/ -- According to David Kanani, choosing a beneficiary can be very simple, yet very...
Read more news

Top Finance Companies

Frequently Asked Questions Regarding Kanani Advisory Group

What is Kanani Advisory Group's official website?
Kanani Advisory Group's official website is www.kananiadvisorygroup.com
What is Kanani Advisory Group's Revenue?
Kanani Advisory Group's revenue is <$5 Million
What is Kanani Advisory Group's SIC code?
Kanani Advisory Group's SIC: 62,628
What is Kanani Advisory Group's NAICS code?
Kanani Advisory Group's NAICS: 52,523
How many employees does Kanani Advisory Group have?
Kanani Advisory Group has 1-10 employees
What industry does Kanani Advisory Group belong to?
Kanani Advisory Group is in the industry of: Finance, Securities Trading
What is Kanani Advisory Group competition?
Kanani Advisory Group top competitors include: Spiehs Wealth Management, The Holland Group, Secure Financial Solutions Group, Phillip Allen
What technology does Kanani Advisory Group use?
Some of the popular technologies that Kanani Advisory Group uses are: Google Cloud Web Serving, Google Cloud Platform, Fastly, Google Workspace
How do I contact Kanani Advisory Group?
Kanani Advisory Group contact info: Phone number: (949) 502-7001 Website: www.kananiadvisorygroup.com
What does Kanani Advisory Group do?

Kanani Advisory Group is a holistic financial advisory firm specializing in wealth management, retirement planning, tax planning, risk management, and legacy planning. They provide tailored investment strategies and financial tools to help individuals and families achieve their ideal retirement. The firm focuses on creating lasting retirement incom... e strategies and offers complimentary consultations to evaluate clients' financial situations. Their services are designed for individuals in or nearing retirement, aiming to ensure a secure and enjoyable retirement experience.Read More

What are Kanani Advisory Group social media links?
Kanani Advisory Group Linkedin page Kanani Advisory Group Facebook page
Is Kanani Advisory Group a public company?
Kanani Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Kanani Advisory Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.