Financial Advisory Firm
Portfolio Management & Custom Financial Plans For Working Professionals
Our account minimum is $750K and our management fees are always under 1% as a financial advisor San Diego. Learn more
Ryan Hughes, MBA – CEO & Portfolio Manager
Thank you for considering Bull Oak Capital to help you with your financial planning and investment management needs! I have spent my career helping individuals make smarter financial decisions. We would love the opportunity to see if we can assist you with your goals.
- 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