Wealth management and tax strategy for Southern California’s family-owned businesses.
For those navigating growth and change, Canyon Oak Financial is where business, family, and legacy come together – a family-owned firm for your family-owned business.
Is change on the horizon for your family business?
From business decisions to personal life changes, Canyon Oak Financial helps you navigate, or prepare for, every season of business and life with confidence. We’re the first call for family-owned businesses navigating changes.
Planning for a business sale or exit?
Exit on your own terms with a clear strategy that protects your goals, your team, and your future.
Succession or generational handoff?
Transfer leadership with confidence by aligning finances, family dynamics, and long-term vision.
Scaling or expanding a service-based business?
Grow intentionally with financial systems designed to support expansion—without sacrificing control.
Navigating divorce while co-owning or managing a family business?
Stay grounded during personal transition with a plan that protects the business and the people behind it.
Restructuring a business after a personal life change?
Realign priorities across work and home so your business continues to support the life you’re building.
Request a complimentary consultation
Because we know your business impacts your life – and vice versa – we bring clarity, connection, and strategy to every financial decision you make.
Align all your financial priorities across your business and your life.
Because your business impacts your life – and vice versa.
Tax Planning & Preparation
Helping to reduce tax burdens year-round with proactive strategies that support both business growth and personal goals.
Financial Planning & Investment Management
Personalized financial plans and investment strategies that align with your values, support your lifestyle, and evolve with your business.
Business Transitions & Succession Guidance
From exits to generational handoffs, we guide business owners through pivotal transitions with clarity, care, and a plan that protects the legacy.
Cash Flow & Accounting Support
Bringing structure and insight to your numbers so you can make confident, day-to-day decisions rooted in real-time financial clarity.
Retirement Strategies
Retirement plans that work for both the owner and the team—helping to support tax efficiency, future income, and succession goals.
Insurance Planning
We identify coverage gaps and ensure your income, business, and family are protected from life’s unexpected storms.
Entity Structure & Formation Advice
Guiding you through choosing and maintaining the right entity type and collaborate with your legal advisor to help ensure tax advantages, liability protection, and more.
Life Transition and Legacy Planning
We support families through life’s biggest changes—ensuring your business, estate, and personal plans remain aligned through every season.
Our planning process keeps you rooted through every season.
Step 1: Getting rooted in clarity.
We start by learning the full story – gathering financial data, understanding your business structure, and identifying both your personal and business goals.
Step 2: Building a plan that grows with you.
From business sale prep to life transitions, we develop a tax-smart financial plan that evolves with you, your family and your business. Every decision is made to support long-term success in your business and life.
Step 3: Staying steady through every season.
We meet regularly to adjust, advise, and guide because life and business are always in motion. When something big happens, you’ll know who to call. We coordinate with your full advisory circle and help carry the load, so you don’t have to manage it all alone.
We’re a family-owned firm for your family-owned business.
We understand what it feels like to juggle the weight of a business and the heart of a family, because we’ve done it ourselves. That’s why we do this work. Because for us, it’s not just about finances – it’s about helping families protect what they’ve built, plan for what’s next, and feel supported through every season of business and life.
Rooted in experience. Grown from the same soil.
We’re business owners, parents, and partners who’ve stood exactly where our clients stand. We’ve launched and grown successful companies. We’ve tended to curious toddlers and sent kids off to college.
That’s why our advice isn’t just strategic – it’s rooted in what matters most. We guide from experience so clients feel understood, not just advised.
Through every season of business and life, we help you stay rooted in what matters most.
Address
5950 Canoga Avenue, Suite 601, Woodland Hills, CA 91367
Phone
818.883.4800
Fax
818.883.9222
Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Investments are NOT FDIC/NCUA INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK/CREDIT UNION GUARANTEED, MAY LOSE VALUE.
This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.