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
Only 1.6% of All Advisors are True Fiduciaries
fi·du·ci·ar·y ad·vi·sors | noun: financial advisors that are required to act in the best interests of their clients.
Of the 310,504 financial advisors in the U.S. only ~5,000 (1.6%) are fiduciary advisors to their clients. Read more
- Fiduciary Advisor
- Dual-Registered
- Broker
Ryan Hughes, MBA – CEO & Portfolio Manager
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
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