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Introduction
Bull Oak Capital provides portfolio management services and custom financial plans for working professionals in the southern California region and across the U.S.
We are a fee-only registered Investment Advisory firm that acts as a fiduciary for our clients. We pride ourselves on providing an easy-to-understand business model, fee transparency, and excellent client service. We offer 5 investment strategies ranging from Conservative to Aggressive.
We are a fee-only registered Investment Advisory firm that acts as a fiduciary for our clients. We pride ourselves on providing an easy-to-understand business model, fee transparency, and excellent client service. We offer 5 investment strategies ranging from Conservative to Aggressive.
Contact Info
Address:
1350 Columbia Street, Ste 401
San Diego
California 92101
United States
San Diego
California 92101
United States
Tel:
619-618-2423
Website:
https://www.bulloakcapital.com/
Offering
- Custom Financial Plans
- Portfolio Management
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 9:30am | 4:30pm | ||||
| Tuesday | Open | 9:30am | 4:30pm | ||||
| Wednesday | Open | 9:30am | 4:30pm | ||||
| Thursday | Open | 9:30am | 4:30pm | ||||
| Friday | Open | 9:30am | 4:30pm | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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