San Diego Financial Advisor - Bull Oak Capital

 

San Diego Financial Advisor.    Sophisticated Money Management.

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No hidden fees. No sales gimmicks. Only HONEST advice.

Fiduciary

Fiduciary

Bull Oak Capital is a San Diego Financial Advisor. As a Registered Investment Advisor (RIA) firm, we are required by law to act as a fiduciary towards our clients. This means that we always put our clients interests before our own. As a fee-only financial advisor, we are only paid directly by you, the client.

Financial Plan

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.

Investments

The Bull Oak Investment Strategy was developed by Ryan, top UCLA academics, and industry professionals. As a San Diego Financial Advisor, the investment strategy is designed to be low-cost, efficient, and more sophisticated than most can find elsewhere. Bull Oak offers three strategies: Aggressive, Moderate, and Conservative.

Ryan A. Hughes - Founder & Portfolio Manager

Ryan


2016 Five Star Award Winner - San Diego Financial Advisor
- Ryan Hughes was recently named a 2016 Five Star Wealth Manager in San Diego.

Finance Experience - Over 9 Years
- Financial Advisor at Merrill Lynch, Morgan Stanley, and Charles Schwab
- Managed more than $300MM in client assets

MBA - UCLA Anderson School (Quantitative Finance)
- Graduated with high honors: J. Fred Weston Award for academic excellence
- GAP Fellows award winner - Top 6% of program thesis participants

B.S. Entrepreneurship Studies - University of Southern California (USC)
- Dean's List and recipient of the Schoen Family Scholarship
- Awarded top-10 Business Plan for upstart venture Abbey Songs Publishing

United States Navy Veteran
- Two deployments to the Persian Gulf in support of OEF and OIF
- VBSS (Visit, Board, Search, and Seizure) Team Member

Recent Posts

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Is Your Portfolio Safe? Probably Not.

9/6/2016 - Most investors have only a mix of stocks ...
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Musical Chairs

The Fed’s Musical Chairs

8/9/2016 - Today's marketplace is a peculiar one. When I ...
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Brexit Is A Big Deal

6/26/2016 - Brexit "Black Friday" cost investors over $2 trillion ...
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Dutch Market Bubble

The Corporate Earnings Problem

6/2/2016 - The S&P 500 is yet again trying to ...
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Our Investment Strategy

3Strategies

Bull Oak Capital offers 3 investment strategies for it's clients: Aggressive, Moderate, and Conservative. We believe that most individual investors can be placed into one of these three portfolios, depending upon the client's risk tolerance and time horizon.

Learn More Here

Our Office

Bull Oak Capital is located in the Columbia-Core business district in downtown San Diego. Our office is conveniently located south of Little Italy, north of the Marina District, and west of Core San Diego.

Contact Ryan

You can send a message directly to Ryan using the form below. You will receive a response within 1-business day. Thank you.

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What type(s) of services are you looking for? (check all that apply)
 Financial Planning Investment Management Portfolio Review Other (explain below)

Do you have $250K or more in investable assets? This can be a combination of all accounts types (e.g. IRA, trust, brokerage, etc.)
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Bull Oak Capital - A San Diego Financial Advisor