Bull Oak Capital is an independent fee-only financial advisory firm. They're an independent advisor and aren't tied to any specific strategy or investment. Their clients are accomplished and understand the value a personal financial advisor brings to their busy lives. They work with people from all walks of life, from wealth building to retirement, but they specialize in helping working professionals and business owners. Their process is personalized and organized. They help their clients achieve more through well-informed foresight. The team of financial professionals at Bull Oak Capital is dedicated to providing exceptional service and offering tailored financial planning and portfolio management solutions. They pride themselves on giving an easy-to-understand business model and excellent client service. Recognizing that each client relationship is unique, whether you are a professional, business owner, retiree, or fall into another category, Bull Oak Capital can provide a customized action plan and high-level service to help you accomplish your personal and financial objectives. They'll work hard to help you capitalize on what you've earned.
UNIQUE FACTS:
• Behavioral Management Coaching
• Annual Year-end Tax Planning.
3 Best Financial Services in San Diego, CA
Expert recommended Top 3 Financial Services in San Diego, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
BULL OAK CAPITAL REVIEWS
Ryan, Peter, and the team at Bull Oak are not only skilled advisors, they are thoughtful as well. Often the first thing that comes to mind when looking for an advisor is managing investments. Bull Oak does this of course--their philosophy is logical and evidence-based. But they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, for example. They have done this while also factoring in our goals and values. They are also a delight to work with. We highly recommend Bull Oak Capital.
I sought out a financial advisor looking for someone who was a fiduciary and used an AUM fee. From the first moment I chatted with Peter, I felt like I was speaking to someone I could trust. He demonstrated being thorough, respectful, kind and extremely transparent in each of our interactions, and I was immediately impressed. I had many questions finding myself in unfamiliar waters and new to investment. Peter never made me feel like I was trouble and always thoroughly answered questions and not just answered them but made sure I understood. I've been with Bull Oak for about 3 months now though I started chatting with them a couple months prior to that. I'm very happy and feel like I really lucked out in finding an honest and ethical financial advisor to do business with. Highly recommend.
Bull Oak and Ryan were recommended to me by one of his clients. He provided me with a comprehensive retirement planning and I was very satisfied with what he did. He is professional, knowledgeable and experienced. His approach is logical and very clear and it was really useful. I would highly recommend him.
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Copley Financial Group, Inc. is one of the leading financial planners in San Diego. Matthew Copley is the president and CEO of the firm. He holds Series 65, NMLS, and Insurance in Canada, India, and Indonesia. He and his team help you build, grow, and protect what is valuable to you so you can rest knowing your future is secure. They pride themselves on giving an easy-to-understand business model and excellent client service. Their mission is to provide their clients with innovative strategies that help give them the financial security they deserve in retirement. They provide value that involves more than just investment advice. Their advice is an outcome of personal relationships and comprehensive planning. They thrive on delivering an extraordinary retirement planning experience by crafting sophisticated plans that unite all the parts of your financial life together. They offer their clients a complimentary retirement planning consultation to show you how they can help find an appropriate strategy for their clients.
UNIQUE FACTS:
• $260m in Assets Under Management
• A? Bbb Rating & Accreditation.
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Sat & Sun: Closed
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COPLEY FINANCIAL GROUP, INC. REVIEWS
Attentive, Involved, Personal Service. Matt Copley is willing and able to guide us through our unique needs and decisions. We are very happy with the relationship and the results. Jessica is a real PRO, helpful and delightful to work with. The periodic Dinner/Investment Guidance Seminars are really helpful, Matt and team bring in seasoned successful Investment Professionals at the top of their game to give us a good sense of what’s going on and the near future of Investments. We are really Blessed to have them helping us.
Mr. Matthew Copley, Jessica and the rest of his team are experts in their fields. I am so happy to have taken my family's recommendation of him since he made the Trust writing process so quick and easy to understand. Jessica is very prompt in returning my messages and they are all very professional. We have various family members who go to Matthew for financial planning needs and I am so glad I took their advice to see him as well. I highly recommend their services.
I never understood how important it is to have a “relationship “ with your financial advisor! Troy always checks on me and my finances and answers my questions immediately! They are such a great group and make the best decisions! I am so blessed to have found them and I trust them with everything! They even helped me do my Trust which was the biggest load off my shoulders! Thank you to everyone at Copley.
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David Peterson has been a valued financial advisor at Edward Jones since 2010. As a Financial Advisor, he partners with families and businesses to help them achieve their financial goals. He has obtained the advanced practice designation of Accredited Asset Management Specialist and completed annual continuing education courses to stay on top of his craft. Outside of Edward Jones, He is a member of Lions Club International and an Ambassador of Kids Alive International charity. He has an incredible branch office administrator in Hengameh Bashar, who has partnered with him since 2014. They love their clients and truly enjoy the relational aspect of the business. At Edward Jones, they understand that retirement looks different for everyone. They work with their clients to help them understand their options, developing and implementing strategies based on individual goals and mindsets throughout their savings years and while living in retirement. Their San Diego office is focused on you! They are dedicated to providing their clients with the highest service possible. Let them know how they can serve you and those you care about.
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Sat & Sun: Closed
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DAVID S PETERSON-EDWARD JONES REVIEWS
Five stars for David and his team! As a financial planner, David's friendly demeanor and forward-thinking approach have made all the difference for my family's financial journey. He's helped us exceed our goals and navigate choppy market waters with ease. And let's not forget about his assistant Hengameh – she's a pro at handling financial queries and keeping us on track with important dates. Couldn't recommend them enough.
David helped me immensely when I changed jobs with an IRA Rollover and help put structure into my financial life. He’s a positive, motivated and intelligent man who leads by example. I would trust him with family, friends and colleagues and highly recommend David to anyone who wants to work with a financial planner with integrity.
David was great! He worked with my wife and I to plan for our retirement and set aside a college fund for our little one. Highly recommend him.
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