About Bull Oak Capital
Bull Oak Capital is a firm that provides fee-only financial planning and investment management services in San Diego. We serve clients both locally in southern California and across the U.S. We pride ourselves on providing an easy-to-understand business model, fee transparency, and excellent client service. Contact us to learn more about how Bull Oak Capital can benefit you.
The Bull Oak Capital Team
Where your money is held is an important piece to the wealth management decision. All of our client's assets are custodied at the third-party custodian, TD Ameritrade. This means that you will have 24/7 access to your accounts. TD Ameritrade was founded in 1971 and currently custodies $774B between 7MM accounts. Learn more about TD Ameritrade's client portal here.
We provide five investment strategies for our clients, ranging from Conservative to Aggressive. In an effort to keep our clients successfully invested over the long-term, 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.
A comprehensive financial plan should be at the core of any long-term investment plan. Investing isn't only about growing your portfolio, 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. Ryan has spent his career helping his clients define and plan for their goals. He can do the same for you.
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