Bull Oak Capital is a financial advisor in San Diego. We provide comprehensive financial planning & investment management services to retirees, professionals, and business owners. As a fiduciary advisor in San Diego, we never earn commissions, fees, or kickbacks on your investments. You will know exactly what your fees are and how well you are performing.
We never make investment decisions on a hunch. We instead follow our disciplined investment philosophy, which is based on a rigorous academic research study. Many advisors claiming to be a "fiduciary advisor, " including CFPs that work at broker-dealer firms, can choose to be one only part-time. We are required to be a fiduciary financial advisor 100% of the time.
We never make investment decisions on a hunch. We instead follow our disciplined investment philosophy, which is based on a rigorous academic research study. Many advisors claiming to be a "fiduciary advisor, " including CFPs that work at broker-dealer firms, can choose to be one only part-time. We are required to be a fiduciary financial advisor 100% of the time.
Services
Meet the Team
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Bull Oak Capital provides portfolio management services and custom financial plans for working professionals in the southern California region and across the U.S. We are a fee-only Registered Investment Advisory firm that acts as a fiduciary for our clients. Our team of financial professionals is here to provide exceptional service, financial planning, and portfolio management for our clients.
About Us
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Bull Oak Capital is a top-rated financial advisory company recognized as one of the fastest-growing firms in the nation. We provide wealth management services to retirees, working professionals, and business owners in the San Diego region. We take the time to design multiple financial scenarios to help you achieve true financial independence.
Meet Ryan
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I am the Founder of Bull Oak Capital, an investment advisory firm in San Diego, CA. Since launching the firm, I have been listed as one of Investment News 40 Under 40, and Bull Oak Capital was listed as one of the fastest-growing firms by Wealth Management magazine. I started the firm after graduating from the UCLA Anderson School of Business.
In the Press
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Thank you for checking out Bull Oak Capital! We firmly believe that everybody should be able to achieve financial independence. That is why we construct our client portfolios based on rigorous market research and why we take the time to design multiple financial planning scenarios. We love working with journalists and writers that are passionate about the capital markets and personal finance.
Money Management
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Our well-researched investment philosophy got its start at the UCLA Anderson School of Management. After years of refinement, we offer five investment strategies to our clients, ranging from Conservative to Aggressive. The Conservative strategy attempts to earn stable returns with low levels of volatility over time while maintaining a focus on downside risk management.
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