Life transition & legacy planning.
Guidance through life’s biggest changes—keeping your business, estate, and personal plans aligned through every season.
Built for family-owned, service-based businesses.
At Canyon Oak Financial, we know transitions are part of every family and business story. Whether it’s the joy of retirement, the challenges of divorce, the complexity of caregiving, or the weight of passing on a legacy, these moments shape not only your finances but your future. We help you navigate them with clarity, collaboration, and strategies that honor your values.
What you can expect:
-
A coordinated plan that evolves with major life events
-
Guidance on preparing heirs and family members for financial responsibility
-
Collaboration with attorneys to ensure estate documents match financial strategy
-
Tax-aware strategies for wealth transfer and gifting
-
Support in balancing personal needs with business continuity
Common questions:
Do you handle estate planning directly?
We don’t draft legal documents, but we partner with your attorney to ensure wills, trusts, and directives connect seamlessly with your financial and tax strategies.
Can you help prepare my family for inheritance or succession?
Yes—our work includes facilitating conversations, modeling outcomes, and helping family members understand their roles in carrying your legacy forward.
What if my personal life changes impact my business?
From divorce to caregiving to a sudden loss, we align business and personal financial strategies so you’re not left patching things together when life shifts.
Why families choose Canyon Oak Financial.
Integrated, not siloed
Financial, business, and personal planning connected under one roof.
Built for transitions
We plan with the next season in mind, not just today.
Small team, big context
You’re never “just a file”; your story drives the plan.
Local roots
Southern California families face unique financial and tax challenges—we know how to plan for them.
For business owners navigating changes who want their financial, business, and legacy to move forward in sync.
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.