Canyon Oak Financial provides tax and financial services to individuals, families, and small businesses.

Jennifer does more than prepare tax returns or manage investments for her clients. As a Certified Financial Planner™, she works with her clients to develop a plan to pursue their goals and objectives. As a CPA, Jennifer recognizes the impact taxes have on a financial plan and she designs strategies to minimize that impact. She provides proactive solutions.

"I enjoy helping my clients improve their overall financial health, and I aim to develop life long relationships with them and their families."

 

 

Contact us today to schedule a complimentary "Getting Acquainted" meeting.