Advisor Details

Advisor Details

Financial Advisor in San Diego, CA

Personal Bio

I am the Founder of Bull Oak Capital, an investment advisory firm in San Diego, CA. I started the firm in 2014 after graduating from the UCLA Anderson School of Business. While at UCLA, I completed an in-depth independent graduate research project where I wrote an original whitepaper on Risk-Contribution Analysis and Value Investing as a basis for portfolio management.

In addition to my current role, I also have equity analysis experience at Wedbush Securities and personal finance experience at Merrill Lynch, Morgan Stanley, and Charles Schwab.

I am also a proud U.S. Navy veteran, where I completed two deployments to the Persian Gulf as a VBSS team-member.

I completed my undergraduate degree from the University of Southern California (USC). Yes, I went to both USC and UCLA. I support both schools, despite their rivalry. However, when it comes to football, I support the Trojans. Fight On!

Firm Name

Bull Oak Capital

Firm Bio

Bull Oak Capital is a top-rated financial advisory company recognized as one of the fastest-growing firms in the nation. We provide wealth management services to retirees, working professionals, and business owners in the San Diego region.

Firm SEC/CRD #

170325

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Firm Logo

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Advisor SEC/CRD #

5430536

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    Disclaimer

    Bull Oak Capital (or the “Firm”) is located in San Diego, California, and registered as an investment adviser with the State of California. The Firm only transacts business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The existence of this website shall in no way suggest that the Firm offers investment advisory services to residents of any state other than the states in which the Firm maintains a notice filing.

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