San Diego Fiduciary Financial Advisor | Bull Oak Capital

Comprehensive Financial Planning
Sophisticated Portfolio Management

 

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A Fiduciary Financial Advisor in San Diego

Bull Oak Capital fiduciary

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 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.

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Bull Oak Capital financial plan

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.

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Bull Oak Capital Investments

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.

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Recent Posts

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Don’t try to beat the index…

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Bitcoin: Bubble or Bona Fide?

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Why Is Inflation Stubbornly Low?

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All Roads Lead To Beijing: China’s Belt and Road Initiative

5/13/2017 – What looks to be the single largest economic-development project ...
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Bull Oak Capital, LLC

Bull Oak Capital - Financial Advisor San Diego