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Thank you for checking out Bull Oak Capital! We firmly believe that everybody should be able to achieve financial independence. That is why we construct our client portfolios based on rigorous market research and why we take the time to design multiple financial planning scenarios.

We love working with journalists and writers that are passionate about the capital markets and personal finance.

You can reach us anytime at group@bulloakcapital.com.

In The News

05.16.2022

Bull Oak Capital listed as a UCLA Bruin Business 100

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03.24.2022

Peter Campbell Joins Bull Oak Capital

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03.24.2022

Bull Oak Capital Named as One of Top Financial Services in San Diego

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01.31.2022

Bull Oak Capital Named One of the Fastest Growing Firms in the U.S.

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07.01.2021

5 Best Financial Services in San Diego

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06.07.2021

Ryan A. Hughes named one of Investment News’ 40 Under 40

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11.25.2020

‘Better Late Than Never’ Applies to Retirement Investing, Too

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10.26.2020

Ryan Hughes Recognized as 40 Under 40 Finalist

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10.17.2020

Developing New Clients Remotely

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10.20.2020

12 Best Financial Advisors in San Diego

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10.14.2020

Expertise – 21 Best San Diego Financial Advisors

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09.04.2020

Universal basic income, explained — and why these free cash handouts remain unlikely

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08.28.2020

Marketing Tips to Attract the Right Clients & Keep them Long Term

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08.13.2020

Best Financial Advisors in San Diego in 2020

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06.22.2020

Best Financial Services in San Diego 2020

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04.16.2020

5 Ways You Can Trim Your Monthly Expenses Right Now If You’re Struggling

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02.25.2020

Should You Call Your Clients When the Market Plunges?

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02.14.2020

Skepticism of Schwab TD Merger Grows Amid Antitrust Scrutiny

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12.18.2019

Best Financial Services in San Diego 2019

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11.20.2020

10 Holiday Gift Ideas to Send Your Clients

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11.01.2019

2019 List of Fastest-Growing Advisors

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07.09.2019

16 Important Reasons You Shouldn’t Retire Early

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06.19.2019

8 Best Mutual Funds for Retirement

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12.01.2018

San Diego Magazine – Five Star Wealth Manager 2018

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05.22.2018

Entrepreneur Series: Ryan Hughes

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12.01.2017

San Diego Magazine – Five Star Wealth Manager 2017

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11.16.2017

Meet Ryan Hughes of Bull Oak Capital in Little Italy

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05.27.2017

Best Financial Advisors in San Diego in 2017

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04.16.2017

Best Financial Services in San Diego 2017

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02.24.2017

The Genius of Granny Flats

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12.01.2016

San Diego Magazine – Five Star Wealth Manager 2016

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08.17.2016

The Central Bank Everything Bubble

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05.27.2016

12 Shocking Investment Statistics and How to Change Them

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12.15.2015

20 Months: Bull Oak Capital Profile

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12.23.2015

Fixed-Income Prospects After the Fed Rate Hike

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07.15.2015

Enterprising Anderson FEMBA Alumni

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04.09.2015

One Year Later: Ryan Hughes & Bull Oak Capital

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03.27.2014

Ryan Hughes ’14: Founder of Bull Oak Capital

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The Firm and its financial advisors (IARs) may be nominated and win awards or receive recommendations in the course of doing business as a Registered Investment Adviser. In recognition of its responsibility in providing truthful and accurate advertising, the Firm has adopted the following procedures for advertising any awards or recommendations that may be given:

1. The Firm and its supervised persons will not make any payments to an award sponsor in order to qualify for award nomination

2. The award process must be fair and not deemed to be so narrowly focused as to exclude other investment advisers from the competition who would otherwise be qualified participants based on the terms of the nomination process

3. The Firm and its supervised persons will not be involved in the structuring of the award process or deliberations that determine the winner

4. The criteria for the award and the award determination process will be provided in an advertisement by the Firm either by listing the information in the advertisement, stating where the award criteria can be obtained or if the advertisement is Internet-based by providing a “hyperlink” attached to the advertisement pointing to the award sponsor’s criteria and award process either on the Firm’s website or the award sponsor’s website

5. The firm will not make any payments for recommendations or endorsements in any advertising

6. No clients of the firm are involved in the process for any award sponsorships, nominations, endorsements or recommendations made in firm advertisements

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