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