Canyon Oak Financial

Jennifer deSpain, CPA, CFP® is the founder of Canyon Oak Financial. Jennifer graduated from the University of California, Santa Barbara with a B.A. in Business Economics, Accounting emphasis. She worked for KPMG in Los Angeles and obtained her CPA license in 1994. After a couple years working in the Corporate Financial Planning department of Dole Food Company, she left to help launch a start-up software company as their CFO. She completed her CFP® coursework at UCLA Extension Personal Financial Planning program and passed the CFP® exam in 2007. Jennifer founded Canyon Oak Financial shortly thereafter to pursue her passion of entrepeneurship, financial services, and working with people and small business owners more on an individual basis. She then received the Certified Financial Planner™ designation from the CFP® Board of Standards and became a Registered Representative and Investment Advisor Agent through H.D. Vest Investment Services(SM) and H.D. Vest Advisory Services(SM) shortly thereafter. She is also a Health and Life Insurance Producer licensed in California. Jennifer stays abreast of new trends and laws, new solutions and market updates through her continuing education she is required each year to complete as a CPA and CFP®, as well as through her networking and industry affiliations such as the California Society of CPA’s and the Financial Planning Association. She also receives ongoing training and support from the H.D. Vest home office, which is dedicated to her professional and personal development. 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, and spending time with her family and friends. Our Services Canyon Oak Financial is a comprehensive financial services firm providing a holistic approach to our clients and their needs: Planning Services Retirement Planning Rollovers* IRA’s – Traditional, Roth, Rollover* SEP’s (for self-employed)* SIMPLE’s (for small business owners)* 401(k)’s (for business owners)* Education Planning College 529 Plans* College Financial Aid Consulting Tax Reduction Strategies Cash Flow Analysis & Debt Management Insurance Review, Analysis & Planning Business Planning (Entity Selection & Formation) Estate Planning Tax and Accounting Services Income Tax Preparation Individual Business Trusts and Estates Income Tax Planning and Consulting Other Accounting Trust Accounting Investments* Fee Based Investment Advisory and Management Services Individual Retirement Accounts (IRA’s) Mutual Funds College 529 Plans Annuities

Address: 5950 Canoga Avenue, Suite 417, Woodland Hills, CA 91367 USA

Phone: +1 818 883 4800
FAX: +1 818 883 9222