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. We help you align all your financial priorities across your business and your life. Because we know business impacts your life – and vice versa.

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.

We're a family-owned firm for your family-owned business helping you navigate, or prepare for, every season of business and life with confidence. 


Financial advisors offering securities through Cetera Financial Specialists LLC (doing insurance in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisors. Cetera is under separate ownership from any other named entity.

Canyon Oak Financial

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