A Fiduciary Financial Advisor in San Diego
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 always 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.
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.
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.
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