Jake Cazier, CFP®
advicer.bio/jakecazier

Jake Cazier, CFP®

Founder/Advisor - Canyon Strategic Wealth | Founder - CanyonOps

Verified advisor · CRD 6904198Advicers member

As my advisory firm grew quickly, I needed a way to stay organized around what needed to get done for my clients. None of the advisor solutions worked quite the way I needed them to, so we built CanyonOps. I continue to work in my firm every day. I love being an advisor.

CanyonOpsFounderCanyon Strategic WealthFounder
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#386LinkedIn rankOn Advicer, by followersLinkedInUpdated Oct 20261,099followersMessage JakeContact Jake on LinkedIn
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Tools in my stack
1Password
Password Management
eMoney
Client Portal, Financial Planning, Account Aggregation
Archive Intel
Communications Archiving/Monitoring
Calendly
Schedule Apps
Claude Code
Website Builders
+11 more
DocuSign
E-Signature
fpPathfinder
Advice Engagement
Google Workspace
Email & Office Suites
Holistiplan
Tax Planning
Jump
Client Meeting Support, AI Assistants/Agents, AI Platforms
Orion
Compliance, Portfolio Management, TAMP
Wealth.com
Estate Planning, Tax Planning, Outsourced Estate Document Preparation
Wealthbox
CRM
Zoom
Video Meetings & Messaging
Charles Schwab
Custodial Platform
CanyonOps
Client Service Models, Workflow Support
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Events coming up
0
Books, pods, letters
0
Things I'm open to