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Canyon Oak Financial
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Canyon Oak Financial
5950 Canoga Ave. Suite 417
Woodland Hills, CA 91367
818-883-4800
Click Here To Contact Canyon Oak Financial
www.canyonoakfinanci...
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Tax and Financial Planning* for You and Future Generations
About Canyon Oak Financial:

Jennifer deSpain, CPA, CFP® is the founder of Canyon Oak Financial, a Tax and Financial Planning* firm located in Woodland Hills, California.

Born and raised in Southern California, Jennifer grew up in Topanga Canyon in a house surrounded by oak trees. To her, the oak tree symbolizes strength, growth, stability and most importantly family. She currently resides in Woodland Hills with her husband and three sons and enjoys running, outdoor recreation, cooking, and spending time with her family and friends. She believes strongly in giving back to her community, and as a working mother chose her children’s schools and Little League as a fulfilling way to volunteer her time and be involved with her sons’ activities.

Jennifer graduated from UC Santa Barabara with a B.A. in Business Economics, Accounting Emphasis. She obtained her CPA license in 1994. In 2007, she received a Professional Designation in Personal Financial Planning from UCLA Extension and then passed the CFP exam.

She founded Canyon Oak Financial to pursue her passion of entrepreneurship, financial services, and working with people more on an individual basis.

Services:

The company specializes in providing accounting and financial planning* services to families, small business owners, and individuals facing lifestyle changes. Our mission is to provide sophisticated financial services to all types of clients and educate them on the most appropriate path to achieve their financial goals. We provide a holistic approach in helping our clients review their overall financial planning* needs, identify their goals and objectives, and empower them with information to make healthy financial decisions.

- Personal & Business Taxes
- Retiremement Planning
- Education Planning
- Investment Management*
- Comprehensive Financial Planning*

*Jennifer deSpain, CPA, CFP® is a Registered Representative and an Investment Advisor Agent. Securities offered through H.D. Vest Investment Services ?, Member SIPC; Advisory services offered through H.D. Vest Advisory Services?
5950 Canoga Avenue, Suite 417, Woodland Hills, California 91367 (818) 883-4800
Canyon Oak Financial is not a registered broker/dealer or independent investment advisory firm.

Associations:

California Society of CPA's
Financial Planning Association

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© 2017 Copyright Woodland Hills Tarzana Chamber.
All Rights Reserved.