Financial advice for people who work hard.

Bull Oak is a top-rated, San Diego-based 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 high-income professionals and tech employees take their earning potential to the next level.

You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Schedule a call to talk with a fiduciary financial advisor and see what we can accomplish together.

Meet us
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  • “I would recommend Bull Oak 20 times over...honest, hard-working, helpful. I am finally relieved about my finances.”
    Rachel E.
  • “All of Bull Oak's reviews are stellar for a reason. Check out the company. You'll be impressed.”
    Noel H.
  • “...everything you want in someone advising you on how to manage your money: honest, patient, thoughtful, introspective, wise, cautious, and smart.”
    Jay K.
  • “If you're looking for an honest, credible and hardworking financial manager or investment management firm, Bull Oak should be number one on your list.”
    Curt V.
  • “Remarkable professionalism and expertise. They took the time to understand my financial goals, personal preferences, and dreams for my dream home, which made me feel valued as a client.”
    Kristine H.
  • “The process is very transparent and with an AUM fee program there are no hidden costs, compared to a big box managers using in house funds to give themselves a larger cut.”
    Joseph L.
  • “They study your situation in depth, understand your goals well and provide advice that sets you up for long term success.”
    Vin S.
  • “They have surpassed my expectations in what to expect from a financial advisor... transparent, communicative, and responsive...”
    Alexandra J.
  • “...thorough, respectful, kind and extremely transparent in each of our interactions, and I was immediately impressed.”
    Stephanie M.
  • “...the only regret I have is not signing on with them sooner... I love the methodical approach and the focus on minimizing costs and maximizing returns at scale...”
    Dmitriy B.
Disclosure

Bull Oak Capital LLC has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.

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What We Do

Bull Oak is an all-in-one financial partner that includes financial planning, investment management, tax strategy, prep, and filing.

Being successful with money is about pragmatism. Separating emotions from reality keeps you on track with your financial goals and lets you enjoy your money. At Bull Oak, we take the time to thoughtfully understand your needs to maximize the value of what you’ve earned. Talk to an advisor and see what we can do for you.

Typical Wealth Management Firm DIY &
Robo Advisors

Proactive Personalized Advice

Tax Planning, Prep & Filing

Equity and Exec Comp Experts

Evidence-Based Investing

Tax-Efficient Withdrawal Strategy

Strategic Tax-Loss Harvesting

Behavioral Management Coaching

Financial Health Monitoring

Estate Planning

5.10% APY Savings Account

See how our strategic process can help you create more of life’s best moments.

About Us

Bull Oak isn’t owned by a bank or corporation. We’re an independent advisor and aren’t tied to any specific strategy or investment. There are no product sales, commissions, or kickbacks. Just high-quality, transparent financial advice from people who love what they do and care about helping you do more with your money.

San Diego Financial Advisor With Clients

I would recommend Bull Oak 20 times over…honest, hard-working, helpful. I am finally relieved about my finances.

Rachel E.

All of Bull Oak’s reviews are stellar for a reason. Check out the company. You’ll be impressed.

Noel H.

…the only regret I have is not signing on with them sooner… I love the methodical approach and the focus on minimizing costs and maximizing returns at scale…

Dmitriy B.
Who We Work With

Our clients are accomplished and understand the value a personal financial advisor brings to their busy lives. We work with people from all walks of life, specializing in helping high-income professionals and tech employees maximize the value of what they’ve earned.

Bull Oak financial advisors are happily located in San Diego, CA, but we serve clients nationally.

Clients of Financial Advisors in San Diego
Watch and Learn

Stay on the cutting edge of wealth management. Each week we release a new video about topics ranging from work-optional and equity compensation to economic takes and investment tips.

Fiduciary Financial Advisors

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