bull-oak (or buloke)
noun: a species of the ironwood tree class known to have the hardest wood in the world with a janka hardness of 5060 lbf.
Bull Oak Capital is a top-rated financial advisory company recognized as one of the fastest growing firms in the nation. We provide wealth management services to working professionals in the San Diego region.
Bull Oak Capital was launched in early 2014 after Ryan Hughes graduated and completed a graduate research project from the Anderson School at UCLA. The intent was to create a smarter, more efficient, and cost-effective investment strategy for successful individuals wanting to avoid risk and protect their net worth and stock. The firm’s investment philosophy brings together time-tested investment strategies and services that most financial advisors otherwise omit.
Ryan made use of his experience at the Wall St. brokerage firms Merrill Lynch, Morgan Stanley, and Wedbush Equities to create a forward-thinking fiduciary advisory firm. Bull Oak Capital relies on data in every aspect of the firm, including portfolio management, cash-flow based planning and wealth management. The firm is focused on providing impartial financial advice and management services to working professionals and managers in the San Diego region.
A comprehensive financial plan should be at the core of any long-term investment plan. Investing isn’t only about growing your portfolio and achieving high returns, but also aligning your portfolio with your specific life goals. Whether it’s generating retirement income, transferring wealth to future generations, or leaving a charitable legacy, your goals come first in developing an investment strategy.