BullOakShield Small

Financial Advice For Working Professionals

Be free and live the life that you want. We can help you achieve true financial independence. See why we are the #1 wealth management firm in San Diego.

HOW WE’RE DIFFERENT

HOW WE’RE DIFFERENT

OUR FEES ARE TRANSPARENT AND SIMPLE

As a fiduciary advisor, we never earn commissions or fees on your investments. There are no negative surprises when working with us.

WE INVEST YOUR MONEY BASED ON RESEARCH

We never make investment decisions on a hunch. Instead, our investment philosophy is based on rigorous academic research and a disciplined approach.

WE ALWAYS ACT AS A FIDUCIARY TOWARDS YOU

Many advisors claiming to be a “fiduciary advisor” can choose to be one only part-time. We are required to be a fiduciary 100% of the time. Period.

WE GO THE EXTRA MILE WITH OUR FINANCIAL PLANS

We believe that the financial planning process should be an engaging process to help you achieve your financial and personal goals, not just a formality.

A FEW EXAMPLES OF WHO WE WORK WITH

PROFESSIONALS

John and Mary are both working professionals in the San Diego region. One works at Qualcomm and the other works at a biotech start-up. They are concerned about retirement planning, college costs for their two children, and taking care of their aging parents.

NEAR/AT RETIREES

Frank and Sara are one year from retirement and they want to know how to best position themselves for success. Their big questions are, “Should we downsize our home? When should we file for social security? Will our funds be enough for a long retirement?”

BUSINESS OWNERS

Susan is a business owner that employs 15 individuals. She started her business 25 years ago and would like to retire soon. Her primary goal is to create an exit strategy where she can successfully sell the firm to her daughter while financially benefiting both individuals.

9 ESSENTIAL TIPS

To Successfully Hire A Financial Advisor

We know that finding the perfect financial advisor can be intimidating. You may have the following questions in mind, "How do I know if an advisor has my best interest at heart? Are there any hidden fees? Do they even know what they're doing with my money?" We have created this guide to simplify the process and to help you along your way. Download now to avoid the biggest mistakes people make.

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HOW THEY WORK

Your investments could have hidden fees and revenue-sharing commissions

They are not legally required to act in your best interest

They will create a simplified financial plan, often ignoring important ‘what-if’ scenarios

You will find proprietary products in your portfolio, which includes a kickback to the selling advisor

HOW WE WORK

We have a straight-forward fee structure and invest only in low-cost index funds

We are legally required to act as a fiduciary – placing your interests before our own

We will create a multi-scenario, comprehensive financial plan that includes retirement, income, tax, and more

We don’t have proprietary products. Instead, we only invest in well-diversified index funds

MEET RYAN

Husband | Father | Veteran | MBA in Finance | Trojan & Bruin

MEET RYAN

CONTACT US

4747 Executive Drive, Suite 1010 | San Diego, CA 92121
(858) 999-3550 | info@bulloakcapital.com

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Bull Oak Capital is a San Diego Fiduciary Financial Advisor