Bull Oak Capital is lead by Ryan Hughes, who has both a B.S. in Business Administration from USC and an MBA in Finance from UCLA (in addition to 11+ years of financial experience including time at Merrill Lynch, Morgan Stanley, & Wedbush Equity Research.) As a fee-only Registered Investment Advisory firm, Bull Oak Capital serves as a fiduciary for clients in San Diego and beyond.
Not only is Bull Oak Capital an ideal choice for a San Diego fiduciary advisor, it’s also located at the heart of Little Italy. Little Italy is home to some of San Diego’s finest dining, entertainment, and more. Be sure to check out the highly acclaimed restaurant scene after your next meeting with our team. You’ll certainly be glad you did!
With quaint wine bars, the sound of live music filling the streets, and dogs around each corner, it’s no wonder Little Italy has grown in popularity. Right off the freeway and just a few minutes from the airport or the heart of downtown, our office is conveniently located in a central part of San Diego. We hope you enjoy visiting Bull Oak Capital just as much as we enjoy working here. Contact us today if you have any questions about financial planning and portfolio management in San Diego!