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As a fee-only Registered Investment Advisory firm, Bull Oak Capital serves as a fiduciary for its clients in San Diego and beyond. We are located in the heart of Little Italy, home to fine 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.

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