Beyond business – financial planning for families & individuals.
Because financial planning isn’t just for business owners.
Who we serve beyond business owners.
At Canyon Oak Financial, we specialize in helping family-owned businesses—but we know life’s big transitions, financial decisions, and future goals aren’t limited to entrepreneurs.
We often work with:
- Families preparing for major life transitions (marriage, divorce, retirement, or welcoming a new child)
- Individuals planning for retirement and looking to optimize savings
- Tailored recommendations for life, disability, and long-term care coverage
- Professionals seeking tax strategies to help reduce their annual bill
- Those navigating the loss of a loved one and the financial steps that follow
- Anyone who wants a cohesive financial strategy that aligns their money with their priorities
How we can help individuals and families like you.
Financial Planning & Investment Management
Align your money with your life goals, whether that means more travel, supporting family, or enjoying a comfortable retirement. We create a plan and investment strategy that’s personalized, flexible, and built to grow with you.
Tax Planning & Preparation
Stay ahead of the IRS with proactive strategies that look at your full financial picture. We help you uncover opportunities to reduce your tax burden so you can keep more of what you’ve worked hard to earn
Insurance Planning
Make sure your loved ones and lifestyle are protected from life’s unexpected events. We provide tailored recommendations and solutions for your life, disability, and long-term care coverage needs that give you lasting confidence. Make sure your loved ones are protected from life’s unexpected events.
Legacy & Estate Coordination
We work hand-in-hand with trusted legal professionals to ensure your wishes are clearly documented and carried out. We help coordinate the financial side so the next generation is supported and your legacy remains intact.
Retirement Strategies
Build a plan for the future you want, with income you can count on for years to come. We’ll help you balance enjoying life today with ensuring financial stability for tomorrow.
Why we might be a good fit together:
Our clients—business owners or not—share some common values:
- Wanting a trusted partner who sees the full picture, not just a single piece.
- Value planning ahead and making intentional decisions.
- Looking for more than transactions—you want a relationship.
Your Life. Your Goals. Your Plan.
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.