About Canyon Oak Financial
Canyon Oak Financial is where business, family, and legacy come together.
Offering tax-smart financial planning for business owners who know family is always part of the equation.
Most firms separate personal finances from business planning. We don’t—because as a family-owned business ourselves, Canyon Oak Financial understands that they are one and the same.
Canyon Oak Financial was born from real-life experience.
Our founder, Jennifer deSpain CPA, CFP®, began her career in corporate finance and later helped scale and sell a successful family tech business – all while navigating major transitions in her family’s and business life. That lived experience – along with raising a family, caring for aging parents, and planning for the future – shaped the foundation of our firm, which Jennifer is now growing with her son, her nephews, and collaborating with her sister to bring you legal advice.
We know what it’s like to juggle payroll and preschool drop-off. To sit at the kitchen table talking taxes and trust planning. To make business decisions that aren’t just about the bottom line but about the people they impact and the family that runs them. That’s why we built a firm that treats clients like people first, not just business owners.
Our passion is helping family-owned businesses thrive through every season, whether you’re growing, transitioning, or figuring out what comes next.
Here’s how we can work together.
At Canyon Oak Financial, we don’t draw hard lines between your business and your personal life – because they’re simply branches of the same tree. Explore our services to see how we can support your business, your family, and your future – all in one place.
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—supporting tax efficiency, future income, and succession goals.
Why family-owned businesses choose to work with Canyon Oak Financial.
Our approach is deeply integrated. We offer tax planning, financial strategy, investment guidance, and business transition support under one roof, through one trusted relationship. We’re proactive, not reactive. Strategic, but personal.
Meet the Team
We take the time to know you—your story, your family, your goals—so every member of our team can step in with context, care, and clarity. Whether you’re calling with a quick question or navigating a major decision, you’ll always feel known, supported, and understood.
One call. Multiple experts.
At Canyon Oak, we’re more than your financial advisors – we’re your first call when life or business changes. We maintain strong relationships with estate attorneys, business brokers, insurance pros, and more, so you’re never scrambling to find help. We coordinate everything, making it easy to get the right support, at the right time, all in one place.
Think of us as another branch of your extended family tree – steady, strategic, and always in your corner.
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.
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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.