Press
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
12.18.2022
Bull Oak Capital Listed as Top 10 Advisor in San Diego
05.16.2022
Bull Oak Capital listed as a UCLA Bruin Business 100
03.24.2022
Peter Campbell Joins Bull Oak Capital
03.24.2022
Bull Oak Capital Named as One of Top Financial Services in San Diego
01.31.2022
Bull Oak Capital Named One of the Fastest Growing Firms in the U.S.
07.01.2021
5 Best Financial Services in San Diego
06.07.2021
Ryan A. Hughes named one of Investment News’ 40 Under 40
11.25.2020
‘Better Late Than Never’ Applies to Retirement Investing, Too
10.26.2020
Ryan Hughes Recognized as 40 Under 40 Finalist
10.17.2020
Developing New Clients Remotely
10.20.2020
12 Best Financial Advisors in San Diego
10.14.2020
Expertise – 21 Best San Diego Financial Advisors
09.04.2020
Universal basic income, explained — and why these free cash handouts remain unlikely
08.28.2020
Marketing Tips to Attract the Right Clients & Keep them Long Term
08.13.2020
Best Financial Advisors in San Diego in 2020
06.22.2020
Best Financial Services in San Diego 2020
04.16.2020
5 Ways You Can Trim Your Monthly Expenses Right Now If You’re Struggling
02.25.2020
Should You Call Your Clients When the Market Plunges?
02.14.2020
Skepticism of Schwab TD Merger Grows Amid Antitrust Scrutiny
12.18.2019
Best Financial Services in San Diego 2019
11.20.2020
10 Holiday Gift Ideas to Send Your Clients
11.01.2019
2019 List of Fastest-Growing Advisors
07.09.2019
16 Important Reasons You Shouldn’t Retire Early
06.19.2019
8 Best Mutual Funds for Retirement
12.01.2018
San Diego Magazine – Five Star Wealth Manager 2018
05.22.2018
Entrepreneur Series: Ryan Hughes
12.01.2017
San Diego Magazine – Five Star Wealth Manager 2017
11.16.2017
Meet Ryan Hughes of Bull Oak Capital in Little Italy
05.27.2017
Best Financial Advisors in San Diego in 2017
04.16.2017
Best Financial Services in San Diego 2017
02.24.2017
The Genius of Granny Flats
12.01.2016
San Diego Magazine – Five Star Wealth Manager 2016
08.17.2016
The Central Bank Everything Bubble
05.27.2016
12 Shocking Investment Statistics and How to Change Them
12.15.2015
20 Months: Bull Oak Capital Profile
12.23.2015
Fixed-Income Prospects After the Fed Rate Hike
07.15.2015
Enterprising Anderson FEMBA Alumni
04.09.2015
One Year Later: Ryan Hughes & Bull Oak Capital
03.27.2014
Ryan Hughes ’14: Founder of Bull Oak Capital
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