About

Bull Oak is a Fiduciary Financial Advisor in San Diego that provides financial advice to executives, working professionals, and business owners. Ryan Hughes' Bio: 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
Investment Philosophy
When we invest, we focus on three principles: diversify efficiently, favor small value-based stocks, and systematically manage risk.

Firm Information

FirmBull Oak
PositionOwner
Agency Typeria
Firm CRD#170325
About Firm
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. We’re passionate about good financial advice. Helping you achieve and do more is what drives us. How you earn, spend, and invest your income will determine your future lifestyle. We approach planning with a pragmatic, data-driven mindset using a fact-based process to determine the best path for you. It begins with an empathetic discovery session to help us understand your goals and give you a higher probability of success.
Firm Location

Professional Details

Advisor CRD#5430536
Fiduciary Yes — acts in your best interest
Designations
Master of Business Administration
Licenses
Series 63

Investment Information

Assets Under Management$150M

Practice Focus

Specialties
  • Holistic Financial Planning 50%
  • Portfolio Management 50%
Preferred Client Type
  • High Net-Worth Individuals 100%

Education

Education
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management

About Me

Community Involvement

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