Neda
Kanani
Kanani Advisory Group Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Neda Kanani is a financial advisor who works in Irvine, California who has 5 years of industry experience. Kanani is an employee of Kanani Advisory Group Inc. During their career, Kanani has held roles at Kanani Advisory Group Inc and Student. Kanani has a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in California. Kanani Advisory Group Inc is a company headquartered in Irvine, CA. It handles $132 million in assets between its 867 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 867 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Kanani Advisory Group Inc performs a few services, such as financial planning services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which service is offered. However, fee types billed by Kanani Advisory Group Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kanani Advisory Group Inc Brokerage Details
$131,501,728
5
867
$151,674
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
Neda Kanani Work History
Neda has been registered as a financial advisor for 5 years.*
Kanani Advisory Group Inc
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Neda Kanani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kanani Advisory Group Inc
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
