Image by Miriam Geer
Located in Woodland Hills, California, Canyon Oak Financial is a comprehensive tax and financial services firm affiliated with Cetera Financial Specialists, LLC. Founded by Jennifer deSpain in 2008, the firm specializes in helping small business owners, pre-retirees, and growing families use their financial resources to build the lifestyle they want today and pursue the future they dream of tomorrow.
As a Certified Public Accountant and Certified Financial Planner™, Jen and her team integrate knowledge of tax benefits and liabilities with investment decisions and holistic financial planning. And by addressing clients’ personal and business financial needs, Canyon Oak Financial can deliver more strategic advice that takes into account the complete financial picture.
When clients feel heard, informed, and supported, it empowers them to make financial decisions that are right for their life. It’s their style. It’s their future. We just help plan for it.