Financial advisors for people who work hard.

Bull Oak is a top-rated San Diego financial advisor who believes data-driven planning and pragmatic investing provide the best opportunity for financial success. Our process is personalized and systematic. We help you organize and optimize your money so you can enjoy an early retirement.

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.

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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 brings together financial planning, investment management, tax strategy, prep, and filing.

Being successful with money is about pragmatism. We help you separate emotion from reality and keep you on track with your financial goals so you can enjoy your money stress-free. Our team takes the time to carefully understand your needs so we can construct a thoughtful plan to help you retire as soon as possible and spend more time doing what you love most.

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 work hard for what they have and understand the value a personal financial advisor brings to their busy lives. We specialize in helping high-income professionals achieve an early retirement through superior financial planning.

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

Increase your financial acumen with easy-to-digest educational videos. Each week, we release a new segment with topics ranging from cash flow optimization and equity compensation to planning and investing for early retirement.

Fiduciary Financial Advisors

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