Bull Oak Capital
Bull Oak Capital is a Registered Investment Advisory firm that operates on a fee-only basis and upholds fiduciary standards for its clients. Bull Oak Capital is one of the Three Best Rated® Financial Services in San Diego, CA.
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The most difficult part for me in my journey of finding the right financial advisor was trust. After about half a year of meeting with several different types of financial advisors, once I met Ryan, I immediately knew I was going to stay with him. Ryan is a professional in his field and you can expect great communication and transparency. Ryan will take his time to explain any questions or concerns that you might have as a client. My experience and results with him have been amazing.
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.
After many years of investing with a major brokerage company, it was a breath of fresh air for my wife and I to switch to Ryan Hughes of Bull Oak Capital, with whom we’ve been for several months now. His low-key, intelligent and strategic approach gives us an increased feeling of financial security. As valuable, if not more, is knowing that in his role as a fiduciary he always acts in our best interest. Ryan and his team also created a written Financial Plan for us. As you can tell from this review, we’re very glad that Ryan is our fiduciary financial advisor.
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Location / Contact:
- 4747 Executive Drive, Suite 1010, San Diego, CA 92121
- Phone : (858) 999-3550
- EMail : inf***@b***.com
- Website : bulloakcapital.com
Working Hours:
Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed
TBR® Inspection Report:
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