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.
Our team of financial professionals is here for one purpose: to provide excellence to our clients. This includes excellent service, to provide excellent portfolio management, and to create excellent financial plans.
- Ryan Hughes, MBAFOUNDER & CEO
Thank you for considering Bull Oak Capital to help you with your financial planning and investment management needs! The firm is a result of a graduate research project I completed at UCLA. Bull Oak Capital was created in 2014 with three primary goals: to create a world-class firm that provides fee-only (conflict-free) advice to its clients, to offer a no-nonsense, better-performing investment strategy, and to help our clients solve complex financial planning issues.
I have over a decade of finance experience that includes time at several large Wall St. firms, such as Merrill Lynch and Morgan Stanley. To be frank, the idea of starting my own firm was created early on while working at these firms. Wall Street’s incentives are not always aligned with their client’s needs.
I earned my MBA degree from UCLA Anderson in 2014 where I was awarded the J. Fred Weston Finance Award for academic excellence, was nominated as a GAP Fellow (the top 5% of program thesis participants), and I was the ASAM Chief Investment Officer. While at UCLA, I completed an in-depth independent graduate research project where I wrote an original whitepaper on Risk-Contribution Analysis and Value Investing as a basis for portfolio management.
I also earned my B.S. in Business Administration from the USC Marshall School of Business. If you are wondering whether I root for the Trojans or the Bruins, I root for the Trojans. Fight On!
I am a proud U.S. Navy veteran where I served two deployments onboard the USS Jarrett as a VBSS team member. I have an amazing wife and two wonderful kids and when time permits, we love to travel.
- Shawna ParksCLIENT SERVICE ASSOCIATE
Before joining the Bull Oak Capital team, Shawna was a virtual assistant and a multi-business owner. This experience gave her a variety of experience in many areas, from bookkeeping to marketing and everything in between. With this background, she understands the importance of excellent customer service. Her businesses were able to thrive due to her organizational skills, time management, and interpersonal skills. Her clients arrived as strangers and quickly became friends.
As a recent empty-nester, she packed up the house in the ‘burbs and moved to the beach. As a morning person, she enjoys morning runs on the boardwalk, but only after several cups of coffee. She always had a creative mind, and now has the time for all the fun projects that she put off until “when the kids leave home.” She is having fun sharing her new life adventures with her Boston terrier & his sidekick Lola the Crazy Pug.
- Brody Rosenfeld, CPAFINANCIAL PLANNER
Brody is responsible for acting as the firm’s paraplanner where he helps create highly customized, cash-flow based financial plans. He received a B.S in Accounting and a minor in Economics with Magna Cum Laude honors from Arcadia University. In addition, he spent a semester abroad in the United Kingdom at The University of Cambridge where he studied Finance & European History. In previous positions, he has worked in public accounting. He has completed the Certified Public Accountant (CPA) Examinations and the Uniform Investment Advisor Law (Series 65) Exam.
In his spare time Brody enjoys brewing beer at home with a focus on creating clean German style lagers and hop forward American ales. He is an avid Philadelphia Eagles fan and fully expects to celebrate multiple Superbowl victories during the Carson Wentz era.
- Thomas Zaccaria, CFPFINANCIAL PLANNER
Thomas completed his undergraduate studies at St. Joseph’s University in Philadelphia, PA. He attended The American College in Bryn Mawyr, PA for his CFP® educational requirement and received his Certified Financial Planner™ designation in September of 2006. He started his career in the Financial Services Industry in 1999. In his role at Bull Oak Capital, he is responsible for management of the Financial Planning process which includes collaboration with involved parties and mapping out a strategy for each plan prior to beginning work. He also oversees data entry, plan creation, plan delivery and ongoing plan updates for all clients.
- Aaron TaylorPLANNING SUPPORT ASSOCIATE
Aaron joined the team in April of 2017 having 5 years of financial industry experience in risk management at Benton County Schools CU and as a quality assurance analyst for Money Tree Software in Corvallis, Oregon. His responsibilities include data entry and review using the custom financial planning software systems along with customization of reports and presentations for clients.
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