Bull Oak Capital
(21 Reviews)
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Transparent Fees & Pricing
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In Business Since 2013
Remote Consultations Available
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Sentiment Analysis
If you’re looking for an honest, credible and hardworking financial manager or investment management firm, Bull Oak Capital should be number one on your list.
Peter never made me feel like I was trouble and always thoroughly answered questions and not just answered them but made sure I understood.
They handled our retirement rollovers efficiently by completing all required forms for us, answering questions instantaneously, participating in 3-way calls to our 401K holding companies to ensure smooth conversions, and meeting with us via Zoom to review strategies and visions to maximize our financial strength and growth.
Both he and his assistant, Alyssa, provided not only the financial expertise and guidance which I needed; but were exceptionally kind and supportive during each of our sessions, as well as during the many phone conversations along the way.
He has spent so much time answering my questions, explaining market trends, and mapping out a financial plan to help me understand what's realistic and how different decisions may put me on different trajectories.
After about a half a year of meeting with several different types of financial advisors, once I met Ryan, I immediately knew I was going to stay with him.
It was not cookie cutter and he was willing to listen to what I needed (or maybe I should say help me figure out what I needed) and then helped put variations of the plausible plans on paper for me to decide which I should use...
We have had 2 meetings now and Ryan has gone above and beyond with the personalized service, being transparent and very knowledgeable in both the financial planning and portfolio management areas.
We chose Bull Oak because it is local to San Diego, and we did not want to deal with one of the large, impersonal firms to advise us on our investments and plan for retirement.
We’re extremely happy working with Ryan and highly recommend anyone looking for financial planning to check him out.
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