Jennifer deSpain, CPA, CFP® is the founder of Canyon Oak Financial, a Tax and Financial Planning firm located in Woodland Hills, California.
The company specializes in providing tax 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, create a plan, and empower them with information to make healthy financial decisions.
Jennifer graduated from University of California, Santa Barbara with a B.A. in Business Economics, Accounting emphasis. She worked for KPMG in Los Angeles (one of the "Big Eight" - now "Big Four" public accounting firms), 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 small start-up software company as their CFO.
She completed the CFP® course work through the 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 entrepreneurship, financial services, and working with people more on an individual and personal basis. She then received the Certified Financial Planner™ designation from the CFP Board of Standards and became a Registered Representative and Investment Advisor Agent of H.D. Vest Financial Services shortly thereafter.
Jennifer stays abreast of new trends and laws, new solutions and market updates through her continuing education that 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, 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.