Bull Oak Capital

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About Us

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.

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  • Street Address

    4747 Executive Drive
    Suite 1010
  • City

    San Diego
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  • Zip / Postal Code


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