Meet the Team

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 financial advisor san diego

Ryan Hughes, MBA – CEO & Portfolio Manager

Thank you for considering Bull Oak Capital to help you with your financial planning and investment management needs! To provide you with a better idea of my history and experience, here is some relevant information about me:

  • Over 11 years of finance experience, including time at Merrill Lynch, Morgan Stanley, & Wedbush Equity Research
  • MBA in Finance from UCLA Anderson where I was awarded the J. Fred Weston Finance Award for academic excellence, was nominated as a GAP Fellow (the top 6% of program thesis participants), and I was the ASAM Chief Investment Officer
  • B.S. in Business Administration from the USC Marshall School of Business. Fight On!
  • U.S. Navy Veteran where I served two deployments onboard the USS Jarrett as a VBSS team-member
  • A four-time Five-Star Wealth Manager (2015-2018) in San Diego Magazine’s annual rankings
Years of Experience
Number of Financial Plans Created
# of Happy Customers
img_2837Bull Oak storefront5 - Ryan and Sam window1 - Bull Oak business card3 - Ryan and Christine shaking hands3 - Bull Oak UCLARyan and Sam - Bull OakBull Oak Door8 - Ryan and staff4 - Ryan and CSA

Take the First Step Towards Your Financial Future