Bull Oak Capital

San Diego, CA Company Opening
(858) 999-3550
(858) 999-3550
4747 Executive Dr Ste 1010, San Diego, CA 92121

4747 Executive Dr Ste 1010, San Diego, CA 92121

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About the Business

Bull Oak Capital is a San Diego-based financial planning and investment management firm. We focus on providing our clients with clear and transparent financial advice, as well as portfolio management services. Our team works hard to deliver our clients an uncomplicated and easy-to-understand business model, along with transparent fees and top-notch customer service.

We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

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Publisher Info

  • Ryan A. Hughes started the firm in 2014 after graduating from the UCLA Anderson School of Business where he 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 he was the ASAM Chief Investment Officer. In addition to his current role, He also has equity analysis experience at Wedbush Securities and personal finance experience at Merrill Lynch, Morgan Stanley, and Charles Schwab. Ryan started Bull Oak Capital to provide better financial planning and investment management services to working professionals in the San Diego region. Bull Oak Capital is different because we take the time to design multiple financial scenarios to help you achieve true financial independence. By creating multiple financial planning scenarios, we can identify which decisions drive optimal outcomes. We feel that this is the only way to make well-informed financial decisions.
  • (858) 999-3550
  • 4747 Executive Dr Ste 1010, San Diego, CA 92121
  • Visit Website

Opening Time

  • Mon
    9:00 AM - 4:30 PM
  • Tue
    9:00 AM - 4:30 PM
  • Wed
    9:00 AM - 4:30 PM
  • Thu
    9:00 AM - 4:30 PM
  • Fri
    9:00 AM - 4:30 PM
  • Sat
    Closed
  • Sun
    Closed
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