Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak · Rancho Santa Fe, California
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About
A San Diego-based fiduciary financial advisor who believes data-driven planning and pragmatic investing provide the best opportunity for financial success. Our process is personalized and methodical. We help our clients achieve more through well-informed foresight.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Many firms operate like an assembly line and treat you like a product. We think thoughtful financial planning and well-researched investment decisions provide you with the best probability for success. So that’s what we do.
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Talk with a Bull Oak financial advisor and see what we can accomplish together.
Get started today → https://bulloak.com/
Who they serve
- High earners
- Ultra high net worth
- Executives
- Founders
- Pre-retirees
- Retirees
- Early-career professionals
Services
- Portfolio Management
- Asset Allocation
- Retirement Planning
- 401(k) & IRA Management
- Financial Planning
- Tax Strategy
- Exit Planning
- Executive Compensation
- Stock Option Planning
- Investment Management
- Liquidity & Exit Planning
- Wealth Management
Structured record
| Name | Bull Oak |
|---|---|
| Firm | Bull Oak |
| Location | Rancho Santa Fe, California |
| Fee model | Flat Fee/Retainer · Percentage of Assets (AUM) |
| AUM | $100M - $500M |
| Founded | 2014 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Website | https://bulloak.com |
| /bull-oak-capital |
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Specialties
- Small business owners
- Retirement planning
- Equity compensation