Kanani Advisory Group
Financial Services
16440 Bake Pkwy
7 employees
- Employees
- 7
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Kanani Advisory Group Overview
- Headquarters
- 16440 Bake Pkwy
- Phone Number
- Available in AeroLeads
- Website
- kananiadvisorygroup.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 1998
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Kanani Advisory Group
Kanani Advisory Group started in 1998. Since that time we've had the privilege of helping hundreds of clients who were nearing retirement or already enjoying it. We take our job as financial advisors seriously and consider it extremely rewarding, bringing a 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 plan to achieve your dreams. Our clients are like members of our family. We pride ourselves in the level of service and care we provide.
Kanani Advisory Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Kanani Advisory Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Leila Parvaneh | Financial Advisor, Mba | Irvine, California, United States |
Email
|
| Veronica Felipe | Director of Business at Kanani Advisory Group. I Bridge Operations and Sales to Enhance Efficiency. | Fullerton, California, United States |
View
|
| Katherine Wheaton | Director of Business Operations at Kanani Advisory Group | Lake Forest, California, United States |
Email
Phone
|
| Neda Kanani | Financial Advisor at Kanani Advisory Group | Santa Monica, California, United States |
Email
|
Employees by Management Level
Director
2 profiles
Individual contributor
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
| Executive | 1 | 1 | 1 |
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