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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.

Our team of financial professionals is here to provide exceptional service, financial planning, and portfolio management for our clients.

Ryan Hughes

Ryan Hughes, MBA

Founder & CEO

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Brody Rosenfeld

Brody Rosenfeld, CPA

Financial Planner

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Alyssa Manen

Alyssa Manen

Client Service Associate

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Aaron Taylor

Aaron Taylor

Planning Support Associate

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Ryan Hughes

Ryan Hughes, MBA

Founder & 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.

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Brody Rosenfeld

Brody Rosenfeld, CPA

Financial 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.

Alyssa Manen

Alyssa Manen

Client Service Associate

Alyssa brings over 10 years of financial institution experience to the firm from both locally and nationally operated organizations. Her experience has equipped her with a strong operational background and an understanding of the importance of building a relationship with clients in order to provide them with an unmatched personal experience.

Alyssa holds a B.A. in Political Science from SDSU and an M.A. in Strategic Communications from National University. She is a life-long San Diegan, who enjoys spending time with her son and extended family, traveling, and visiting Disneyland as frequently as possible.

Aaron Taylor

Aaron Taylor

Planning 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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