Bull Oak Capital, LLC

Comprehensive Financial Planning.
Sophisticated Portfolio Management.

 

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A San Diego-based Fiduciary Financial Advisor.

Bull Oak Capital Investments

Investments

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.

Bull Oak Capital fiduciary

Fiduciary

Bull Oak Capital is a San Diego Fiduciary 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.

Bull Oak Capital financial plan

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.

Ryan A. Hughes - Founder & Portfolio Manager


2016 Five Star Award Winner - San Diego Financial Advisor
- Ryan Hughes was 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

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 investment strategies

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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Recent Posts

White House

Trump’s Tax Plan – A Game Changer For The Markets

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San Diego Home

Rental Income and Retirement Planning

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Is Your Portfolio Safe? Probably Not.

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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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Bull Oak Capital - A San Diego Fiduciary Financial Advisor

Bull Oak Capital, LLC