Best Financial Consultant Irvine Near Me

4worldlovers: We are a holistic financial advisory firm. Our focus is on providing investment strategies and financial tools so our families can enjoy the most important years of their lives the retirement years. We provide:

Using active managers, we can stress test your portfolio to evaluate for risk, fees, and performance.

Lifetime income and retirement planning for the rest of your life, and your spouse

Showing you how your retirement accounts can be a tax time bomb for the future, and utilizing strategies like Roth conversion to reduce or eliminate the taxes on your retirement accounts.

Evaluating your needs regarding life insurance; long-term care, and providing alternatives for long-term care.

Working with attorneys to help eliminate probate, estate taxes, and providing estate liquidity to pay the taxes for your heirs.

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Kanani Advisory Group’s 3-Step review, we’ll examine your current financial situation and determine your retirement needs.

A solution is proposed, and a plan is put into place based on your unique needs.

Discover how we help individuals and families achieve their ideal retirements.

Attend one of our informational seminars to learn more about retirement income strategies, wealth management, and more.

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David Kanani covers everything from how current events could affect your savings, how strategies can maximize your retirement income, and everything in between.

4worldlovers: My mission is to provide our clients with concierge service and meaningful financial advice.

In 2018, I joined Edward Jones, running one of the four offices in Irvine, CA. I was drawn to the firm's high ethical standards and its emphasis on putting the client first. Edward Jones is not publicly traded, and our partnership structure uniquely enables us to make our clients' interests, not shareholders' interests, our number one priority. In 2022, I achieved the accolade of being named a limited partner.

In addition to my role as financial advisor, I also hold the privilege of being on the Edward Jones Retirement Plan Committee. I am one of eight financial advisors out of over 18,000 appointed by the retirement products team in our corporate office to help oversee products and solutions for both current and potential retirement plan clients all across the U.S. I am very proud of this achievement as it allows me to help my firm better serve our clients.

As for my educational background, I earned a Bachelor of Science in business administration with a concentration in finance from the University of California system. I also hold the following professional designations from the College for Financial Planning: AAMS, CRPC and CRPS.

Prior to moving my practice to Edward Jones, I worked at various financial firms and primarily focused on wealth and corporate treasury management, and business retirement plan consulting. At my last Wall Street Firm, Raymond James Financial Services, Inc., I served as a financial advisor and team member of the Retirement Plan and Institutional Advisory Council (RIAC).

4worldlovers: With a focus on financial education and a transparent advisory process, our financial advisors strive to help everyone reach their financial goals. Find out how our advisors can help you create a holistic financial plan that will help set you up for success now and in the future. We offer fee-only financial planning to put you on track for the journey that lies ahead.

As one of Southern California’s leading financial firms, our wealth management team is frequently featured by top media outlets and called upon to provide in-real-time strategic insight and perspective within the ever-changing economy.