Thank you for considering Bull Oak Capital to help you with your financial planning and investment management needs! To provide you with a better idea of my history and experience, here is some relevant information about me:
Over 11 years of finance experience, including time at Merrill Lynch, Morgan Stanley, & Wedbush Equity Research
MBA in Finance from UCLA Anderson where I was awarded the J. Fred Weston Finance Award for academic excellence, was nominated as a GAP Fellow (the top 6% of program thesis participants), and I was the ASAM Chief Investment Officer
B.S. in Business Administration from the USC Marshall School of Business. Fight On!
U.S. Navy Veteran where I served two deployments onboard the USS Jarrett as a VBSS team-member
A four-time Five-Star Wealth Manager (2015-2018) in San Diego Magazine’s annual rankings
Years of Experience
Number of Financial Plans Created
# of Hours Studying Finance at UCLA
Where Your Money Is Held
All of our client’s assets are held at TD Ameritrade, a large, well-known firm where you will have 24/7 access to your account. We do not directly custody our client’s assets. We simply provide the best in-class client portal technology, above and beyond what our custodian of choice provides.
You will have 24/7 access to your accounts that includes balances, positions, asset allocation, performance, statements, tax forms, RMD amounts, and others. In addition, you will also be able to track your overall net worth in real-time, a critical piece when evaluating your financial goals.
Our goal is to provide our clients with 100% transparency and ease of access. We want our clients to know what they own, how well they are performing, and most importantly, if they are on-track to reaching their goals. This requires that we provide our clients with the best technology on the market.
In addition to the desktop site, we also offer the Bull Oak Capital app, available on both the iPhone and Android. This app is designed to provide you with a convenient method of tracking your assets, viewing your statements, and scheduling an appointment with us.