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Bull Oak Capital is a top-rated financial advisor in San Diego. We provide comprehensive financial planning & investment management services to high-income professionals and business owners.

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Featured Press

InvestmentNews 40 Under 40 Horizontal

Ryan A. Hughes was named as one of InvestmentNews 40 Under 40. Based on his accomplishments, contribution to the financial advisor business, and leadership, Ryan was chosen from over 1,000 nominations.

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What Our Clients Are Saying

★★★★★

Bull Oak Capital has given us true peace of mind. We feel confident that we are in good financial hands with them.

★★★★★

The process was detailed and intense, but totally worth it. We are so happy that we chose to partner with them.

★★★★★

Their service is above and beyond what I have encountered before. They are a true full-service advisor.

How We’re Different

Who We Work With

High-Income Professionals

Kyle and Maya are both mid-career professionals where a significant part of their income is tied to equity compensation. Kyle works at Google, and Maya works at a biotech start-up. They want to organize their financial life, reduce taxes, and ensure they are on-track to reach their financial goals.

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Business Owners

Mike is the owner of a digital marketing firm that has recently enjoyed rapid growth. He would like to better organize his finances and see if he can reduce his tax liability. He would also like to see how he can transition his firm to his daughter within the next ten years.

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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.

Ryan Hughes, Founder and CEO of Bull Oak Capital

Ryan A. Hughes

Founder & Portfolio Manager

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

Ryan started Bull Oak Capital in 2014 after graduating with his MBA from the UCLA Anderson School of Business.

Since launching the firm, Ryan was listed as one of InvestmentNews 40Under40, and Bull Oak Capital was listed as one of the fastest-growing firms by Wealth Management magazine.

Ryan's professional experience includes financial advice work at Merrill Lynch and Morgan Stanley, and equity research experience at Wedbush Capital Markets.

Ryan is a proud U.S. Navy veteran after spending four years and two deployments as an active-duty servicemember. He currently lives in the Del Sur community with his wife and two children.

Financial Advisor San Diego

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