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Virtual Financial Advisor

Bull Oak Capital provides virtual financial advice. We offer financial planning and investment management services, no matter where you happen to be. Our process and technologies make this simple.

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Receive the personalized financial advice you need, no matter where you are located.

Our virtual financial planning tools and technologies make this not only possible but easy to use. Whether you are looking to reduce your travel time, you are located in another state, or if you simply prefer to meet digitally, our goal is to accommodate your needs.

We have enabled our firm to be entirely digital. Whether we are meeting for the first time, going through the financial planning process together, hosting a client review, or even completing new account paperwork, this can all be done online.

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Financial Planning

We approach financial planning in a very scientific, data-driven way. We use a cash-flow-based financial planning process to determine the best course of action you should take. When determining the different possible outcomes, we rely heavily on comparing different possible scenarios. 

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Investment Management

Our well-researched investment philosophy got its start at the UCLA Anderson School of Management. After years of refinement, we offer five investment strategies to our clients, ranging from Conservative to Aggressive.

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Ready to take the next step?

Schedule a Complimentary 20-Minute Phone Call to Learn More