Advisors at this firm
Leila P
Series 63, Series 65
Irvine, CA
Kanani Advisory Group Inc.
Leila Parvaneh is a financial advisor at Kanani Advisory Group Inc. with Series 63 and Series 65 licenses and three years of industry experience. She has worked at JPMorgan Securities LLC and JPMorgan Chase Bank N.A., and previously held roles at Butterfly Zone and Nordstrom. Outside of her advisory work, Parvaneh is an insurance agent with Kanani Financial & Insurance Services Inc., where she provides advice and services related to insurance products. Kanani Advisory Group offers investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm focuses on fundamental analysis and long-term strategies, providing ongoing portfolio management and tailored investment plans aligned with client goals and risk tolerance.
Navid K
Series 63, Series 65
Irvine, CA
Kanani Advisory Group Inc.
Navid Kanani is a financial advisor at Kanani Advisory Group Inc. in Irvine, CA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, Global Financial Private Capital, GF Investment Services, and Capitas Financial. Outside of advisory work, Kanani is an insurance agent with Advisors Excel and a silent partner in a sleep lab company. Kanani Advisory Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm focuses on fundamental analysis and a long-term investment approach, offering portfolio management, customized Investment Policy Statements, and periodic educational seminars.
Neda K
Series 65
Irvine, CA
Kanani Advisory Group Inc.
Neda Kanani is a financial advisor with Kanani Advisory Group Inc. in Irvine, CA, holding a Series 65 designation and seven years of industry experience. She has been with Kanani Advisory Group since 2013. In addition to advisory services, she is a licensed insurance agent. Kanani Advisory Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and a long-term trading approach, offering tailored portfolio management and regular account reviews.
Max L
Series 63, Series 66
Irvine, CA
Kanani Advisory Group Inc.
Max Lepley is a financial advisor at Kanani Advisory Group Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at MFS Fund Distributors, Inc. Lepley is also involved as an insurance agent with Kanani Financial & Insurance Services Inc. Kanani Advisory Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm emphasizes fundamental analysis and a long-term trading approach, offering portfolio management tailored to client goals and risk tolerance.