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.

Take the First Step Towards Your Financial Future