Financial Advisor San Diego

FIDUCIARY | FINANCIAL PLANNING | INVESTING

Schedule An Introductory Meeting

Financial Advisor San Diego

FIDUCIARY | FINANCIAL PLANNING | INVESTING

Schedule A Phone Call Or Meeting

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

Where Do You Stand?

Net Worth & Income by Age Percentile Calculator

Download our free report, Where Do You Stand?, and use our calculator below to see where you stand financially compared to others in your age range. The calculator will immediately compute your national income and net worth percentile figures. Once your percentiles are calculated, you will receive the complimentary report to your email address showing U.S. and San Diego income, net worth, and housing figures. This report shows how San Diegans compare to other major U.S. cities, the U.S. national average, and how each San Diego neighborhood stacks up.

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

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Easy-To-Use Technology

Desktop Access

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 long-term financial goals.

Bull Oak Capital phone app screenshot — Holdings displayed are for illustrative purposes only and does not constitute investment advice.

Mobile App

In addition to the desktop site, our investment advisory services 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 for financial advice.