Financial planning & investment management.
Strategies that align with your values, support your lifestyle, and evolve with your business.
Built for family-owned, service-based businesses.
At Canyon Oak Financial, business and life are branches of the same tree. Your plan should reflect that. We connect personal goals, business realities, and tax strategy into one cohesive approach—so decisions are simpler, outcomes are clearer, and growth is intentional.
What you can expect:
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A clear, written plan (with plain-English next steps)
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A right-sized, right-risk portfolio you understand
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Proactive tax ideas to trim unnecessary tax burden
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Coordination with attorneys, brokers, and other pros
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2–4 touchpoints per year (and on-call when life shifts)
Common questions:
How do you invest?
With discipline and evidence: diversified portfolios, risk matched to goals, rebalanced as needed, and managed with taxes in mind.
Can you manage both our business and personal accounts?
Yes—coordinated management across taxable, retirement, trust, and business-owner plans (e.g., SEP, SIMPLE, 401(k), cash balance).
What if we’re preparing for a sale or succession?
We specialize in helping family businesses through major transitions and model scenarios, position the portfolio for cash needs and tax timing, and collaborate with your legal/transaction team.
Why families choose Canyon Oak Financial.
Integrated, not siloed
Financial planning, investments, and taxes under one roof.
Built for transitions
Growth, succession, divorce, caregiving, or loss—we keep everything aligned.
Small team, big context
Everyone here knows your story. You’re never “just a file.”
Local roots
Southern California experience with the realities (and taxes) that come with it.
Your one partner to align business finances, personal wealth, and long-term legacy.
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.