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About Us
The People
Behind It.

A small, deliberate team. Malibu roots. Built to serve the people who build things that matter.

Our Story

Founded differently.

Kanan Advisors didn't spin out of a wirehouse or evolve from a broker-dealer. It was built from scratch — on the belief that wealth management could be done better.

Malibu coastline

Kanan Advisors is a technology-driven wealth management firm designed for the modern entrepreneur. Our mission is to partner with athletes, creatives, and founders to amplify their affluence for greater impact — across their families, businesses, and communities.

We believe true success is measured not only by what you build, but by what endures for generations.

Based in Malibu with deep roots in Los Angeles, Kanan was founded by advisors who saw the gap between what high-net-worth individuals needed and what the industry was willing to build. We chose to build it ourselves.

The Team

Small team. Deep trust.

We keep our team small by design. Every client works directly with a senior advisor — not a junior associate, not a call center, not a robo-platform.

Credentials

Substance over signaling.

We don't lead with credentials — but we have them. Here's the foundation of trust we've built.

SEC-Registered RIA

Kanan Advisors, LLC is a registered investment adviser with the Securities and Exchange Commission.

CFP® Certified

Certified Financial Planner™ designation — the industry's highest standard for financial planning competence and ethics.

CPA Credentialed

Certified Public Accountant — deep tax expertise integrated directly into financial planning and investment strategy.

Fee-Only Fiduciary

No commissions. No conflicts of interest. We are legally obligated to act in your best interest at all times.

Schwab Custody

Client assets held at Charles Schwab — one of the largest and most trusted custodians in the world.

AI-Native Infrastructure

Purpose-built technology stack leveraging artificial intelligence for portfolio monitoring, tax optimization, and plan analysis.

Location

Malibu, California.

Rooted in the Malibu community with a presence across Los Angeles. Close enough to the heart of business — far enough to think clearly.

Malibu Office

Malibu, CA

Los Angeles Office

Los Angeles, CA

Malibu coastline aerial

Next Step

Let's see if we're
the right fit.

Not every advisor is right for every person. We'd rather have an honest conversation than a forced one. Reach out — we'll listen first.

Schedule a Call