A San Diego-based Fiduciary Financial Advisor.
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.
We are not owned by a bank, insurance company, or any other firm. We are 100% INDEPENDENT and only paid directly by you, the client. This means that we always put our clients interests before our own. In fact, as a fiduciary Registered Investment Advisor (RIA) firm, we are required by law to do so.
The Bull Oak Investment Strategy was developed by Ryan, top UCLA academics, and industry professionals. As a San Diego Fiduciary 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
2016 & 2017 Five Star Award Winner - San Diego Financial Advisor
- Ryan Hughes was named a 2016 & 2017 Five Star Wealth Manager in San Diego.
Finance Experience - 10 Years
- Financial Advisor at Merrill Lynch, Morgan Stanley, and Charles Schwab
- Managed more than $300MM in client assets
MBA - UCLA Anderson School (Investment Management)
- Graduated with high honors - J. Fred Weston Award for academic excellence
- GAP Fellows award winner - Top 6% of program thesis participants
United States Navy Veteran
- Two deployments to the Persian Gulf in support of OEF and OIF
- VBSS (Visit, Board, Search, and Seizure) Team Member
Our Investment Strategy
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.
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