Our Standards & Who We Work With

We are committed to the highest level of integrity, competency, and professionalism in our relationships with our clients. When it comes to ethics and professional responsibility, CFP® and CPA professionals are held to the highest of standards. We also have completed comprehensive education requirements and passed rigorous examinations, and are required to complete ongoing extensive education each year to stay current with new laws and developments.

But we are most proud of the relationships we build with our clients. Empathy, understanding, and communication are important cornerstones in the quality of services we provide. We enjoy working with our clients, empowering them with the information they need to make healthy financial choices.

Canyon Oak Financial is dedicated to serving our clients' best interests and we collaborate with other professionals to ensure their overall needs are being met.

We provide our services to all types of clients:

  • Business Owners
  • Newlyweds and New Parents
  • Professionals
  • Recent Divorcees
  • Employees
  • Individuals/Families Facing Lifestyle Changes
  • Retirees
  • Individuals and Couples Nearing Retirement