Who We Are

A top-rated financial advisory company recognized as one of the fastest growing firms in the nation

About Us

Bull Oak Capital provides portfolio management services and custom financial plans for working professionals in the southern California region and across the U.S. We are a fee-only registered Investment Advisory firm that acts as a fiduciary for our clients. We pride ourselves on providing an easy-to-understand business model, fee transparency, and excellent client service.
Ryan Hughes, MBA
CEO & Portfolio Manager
Samantha Bodnar
Client Service Associate
Brody Rosenfeld, CPA
Financial Planner

Portfolio Management

We provide five investment strategies for our clients, ranging from Conservative to Aggressive. In an effort to provide our clients with long-term portfolio success, we created an investment philosophy that focuses on three central principals: low-cost/passive management, risk management, and behavioral economics. The firm’s investment strategy is the result of a graduate research project at UCLA.

Learn More
Bull Oak financial plan

Financial Planning

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.

Learn More

Schedule A Phone Call Or Meeting