Bull Oak

Mar 2024

Ryan, Peter, and the team at Bull Oak are not only skilled advisors, they are thoughtful as well. Often the first thing that comes to mind when looking for an advisor is managing investments. Bull Oak does this of course--their philosophy is logical and evidence-based. But they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, for example. They have done this while also factoring in our goals and values. They are also a delight to work with. We highly recommend Bull Oak Capital.

Feb 2024

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull Oak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

Dec 2023

About 5 years back we started looking for a fiduciary financial advisor and found that Bull Oak had the best reviews in San Diego. I consulted with Ryan then and found out details of the services they offer but our portfolio didn’t meet their minimum requirements then. Ryan however was extremely helpful and I continued to subscribe to the firms newsletter to get generic macroeconomic insights and also understand their approach.Along the way we tried some other financial advisors from Ameriprise who were absolutely useless. They confirmed being fiduciaries but just sold us Ameriprise products and had us create accounts with no personalized guidance of any sort.We were...read full review