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Helping You Pursue True Wealth


Bull Oak Capital is a financial advisor in San Diego. We provide comprehensive financial planning & investment management services to retirees, professionals, and business owners.

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How We’re Different

Who We Work With

Professionals

Patrick and Amy 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, and purchasing an investment property.

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Current & Future Retirees

Joseph and Nancy are less than two years from retirement and want to know how to best create a successful retirement plan. 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?”

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Business Owners

Mike is a business owner that employs ten individuals. He started his business 15 years ago and would like to think about his succession and legacy plan. His primary goal is to create an exit strategy to successfully sell the firm to his daughter while financially benefiting both individuals.

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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 & CEO

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.

His 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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