Canyon Oak Financial Employee Directory

Q: What is Canyon Oak Financial known for?

Canyon Oak Financial was founded in 2008. Canyon Oak Financial operates in the Financial Services industry.

Q: How many employees does Canyon Oak Financial have currently?

Canyon Oak Financial has approximately 6 employees.

Financial ServicesCalifornia, United States2-10 Employees

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.

Find Canyon Oak Financial employees' phone numbers or email addresses

Canyon Oak Financial Global Highlights

North America
8

United States Of America
8

Canyon Oak Financial's Leadership

B. W.
Financial Advisor
Mobile Phone
Email
L. F.
Administrative Assistant
Mobile Phone
Email

Canyon Oak Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Administrative
Analytics
Other

Contact profiles from Canyon Oak Financial

Name

Title

Contact Info

Location

Last Update

B. W.
Financial Advisor
Mobile Phone
Email
Oct 22, 2025
L. F.
Administrative Assistant
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Canyon Oak Financial known for?

Canyon Oak Financial was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 5950 Canoga Avenue Suite 601 Woodland Hills, California 91367 United States. Explore Canyon Oak Financial's company overview page for more information.

What is Canyon Oak Financial's most common email format?

Canyon Oak Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Canyon Oak Financial email formats with LeadIQ.

How many employees does Canyon Oak Financial have currently?

Canyon Oak Financial has approximately 6 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Canyon Oak Financial's key employees and leadership?

As of April 2026, Canyon Oak Financial's key employees include:

Financial Advisor: B. W.
Administrative Assistant: L. F.

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