We built
the firm
we’d want
to hire.

About Us

There are over 300,000 financial advisors in the country, and fewer than 2% are fee-only planners following a true fiduciary standard. We believe good people who have worked hard for their money deserve advice that’s in their best interest.

At Bull Oak we take great pride in our craft. We get the most satisfaction from helping people understand their money and find their version of success.

That’s why we exist.

What We Do

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.

Investment Management

Our philosophy focuses on three principles: diversify efficiently, favor small value-based stocks, and systematically manage risk.

Financial Planning

We provide hands-on and bespoke planning. We want to create meaningful, positive change in your life through long-term guidance.

Our Difference
Typical Wealth Management Firm DIY &
Robo Advisors

Proactive Personalized Advice

Financial Health Monitoring

Equity and Exec Comp Experts

Evidence-Based Investing

Tax-Efficient Withdrawal Strategy

Strategic Tax-Loss Harvesting

Behavioral Management Coaching

Tax Prep
& Filing

Estate
Planning

Annual Year-End Tax Planning

Our Process

We want to add value to your life. To do that, we need to get to know you first.

It begins with a mind-mapping session that helps us understand what matters most to you so we can align your money with your goals. This process helps reveal everything we need to know to give you good guidance.

Meet Us

We built a firm we’re incredibly proud of. Our team is highly educated, passionate about what we do, and empathetic to your needs. We’d be honored to partner with you to find your version of success with your money.

Ryan A. Hughes
Founder, Portfolio Manager
Ryan A. Hughes

My grandparents adopted me as a child. Growing up in a household that experienced the Great Depression, worrying about money was the standard.

This upbringing provided valuable lessons and helped develop my philosophy on money management. There’s no substitute for level-headed, data-informed financial advice.

I’m deeply passionate about financial planning, and it pains me to see good-hearted people who have worked hard for their money not realize their full potential.

That’s why I started Bull Oak.

Since launching the firm, I’ve been honored to be listed in InvestmentNews 40Under40, and our firm has been named one of the fastest-growing by Wealth Management Magazine. But most importantly, our clients are raving fans.

Reach out today and learn why our clients love us. I’d love to meet you.

Here are a few more highlights:

  • MBA from the UCLA Anderson School of Management
  • BS from the University of Southern California
  • Finance experience at Merrill Lynch, Morgan Stanley, and Wedbush Securities
  • Proud U.S. Navy veteran as a Visit, Board, Search, and Seizure (VBSS) team member
  • Two amazing kids and a fantastic wife who has supported me through it all
Close
Peter Campbell, CFP®
Lead Advisor
Peter Campbell, CFP®

As a former professional golfer, I had the privilege to compete in events worldwide, including the PGA Tour. I’m also a proud Certified Financial Planner™; there’s no more renowned qualification for financial expertise.

High standards aren’t foreign to me. Putting in 110% effort is in my blood.

That’s why I joined Bull Oak. We maintain a standard of excellence like no other in our industry.

While I love helping people from all walks of life achieve financial success, I excel at working with professionals with employee stock options and equity compensation. This specialty allows me to bring more advanced planning capabilities to highly compensated professionals and executives.

I’d be honored to help you take your earning potential and personal capital to the next level.

More about me:

  • Completed my undergraduate degree at UCLA
  • Completed the Uniform Investment Advisor Law (Series 65)
  • Born in Dallas, grew up in Encinitas, CA
  • Happily married and a proud father of two wonderful daughters
Close
Michael Stoner
Associate Advisor
Michael Stoner

Growing up in Anchorage, Alaska, I spent most of my childhood playing hockey and enjoying Alaska’s outdoor activities.

Upon graduating high school, I left home for the military to start my career as a Navy SEAL. After a rewarding decade in the SEAL Teams, I decided it was finally time for a change of pace and to pursue my education in financial planning.

After graduating with the highest honors from San Diego State University (SDSU) with a degree in financial services, I studied for and passed the Certified Financial Planner™ exam and completed the Uniform Investment Advisor Law (Series 65).

Hard work and dedication are necessary for the SEAL Teams, and I guarantee to bring that same level of commitment to each of my clients.

I look forward to assisting you in achieving your future financial goals here at Bull Oak.

Close

Schedule Meeting

The
Wealth
Shift
Journal

Free Subscription

Learn how you can capitalize on the economy’s changing tides with a pragmatic approach to planning and investing. Get a free bi-weekly email with expert insights from Bull Oak’s wealth management team.