Bull Oak Capital, LLC

Bull Oak Capital is a firm that provides fee-only financial planning and investment management services in San Diego. We serve clients both locally in southern California and across the U.S. We pride ourselves on providing an easy-to-understand business model, fee transparency, and excellent client service. A Fiduciary Financial Advisor in San Diego Fiduciary Advisor We are not owned by a bank, an insurance company, or any other firm. We are 100% INDEPENDENT and only paid directly by you, the client. This means that we put our clients interests before our own. Additionally, our client's assets are held at a third-party custodian, TD Ameritrade, where they have 24/7 access to their accounts. Financial Planning We believe that the financial planning process should be an engaging conversation, not just a checkbox waiting to be checked. We are committed to the financial planning process as it is an antecedent to portfolio management. The plan's findings will be integrated around the client's specific and personal financial goals. Smarter Investments The Bull Oak Investment Strategy focuses on three central principles: low-cost/passive management, risk management, and behavioral economics. The strategy was developed by Ryan and top UCLA Anderson academics. As a San Diego Financial Advisor, Bull Oak offers three strategies for its clients: Aggressive, Moderate, and Conservative.

Address: 1350 Columbia St #401, San Diego, CA 92101, USA

Phone: +1 619 618 2423
FAX: