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About Bull Oak Capital, LLC
Bull Oak Capital, LLC is a financial advisory company in San Diego, California. The firm is registered as an investment adviser with the SEC and specializes in providing portfolio management services and custom financial plans for working professionals in the southern California region and across the U.S. As a fee-only registered investment advisory (RIA) firm, they act as fiduciaries for their clients, prioritizing their clients' best interests.
One of Bull Oak Capital's key strengths lies in its commitment to transparency and client service. They pride themselves on offering an easy-to-understand business model and fee transparency. Their team of financial professionals is dedicated to providing exceptional service, financial planning, and portfolio management to meet their clients' needs.
The firm offers five investment strategies, ranging from conservative to aggressive, allowing clients to choose the level of risk that aligns with their financial goals. These portfolios are carefully crafted to diversify efficiently, invest in small-cap and value funds, and manage risk effectively.
Bull Oak Capital believes a comprehensive financial plan should be at the core of any long-term investment strategy. They understand that investing goes beyond simply growing a portfolio and achieving high returns — it also involves aligning investments with specific life goals. Whether generating retirement income, transferring wealth to future generations, or leaving a charitable legacy, Bull Oak Capital prioritizes its clients' goals when developing investment strategies.
In summary, Bull Oak Capital is a well-established financial advisory company that offers portfolio management services and custom financial plans for working professionals in southern California and nationwide. With a focus on fee transparency, excellent client service, and alignment with clients' specific life goals, Bull Oak Capital aims to provide comprehensive solutions tailored to each individual's needs.
Pricing options
Regulatory filings
Areas of specialty
- Portfolio Management
- Financial Planning
More about Bull Oak Capital, LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 170325 | 2 |
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