Bull Oak Capital
4747 Executive Drive | Suite 1010 | San Diego, CA, 92121Last time updated: 2/26/23, 8:55 PM
About
Custom Financial Plans, Portfolio Management
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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Frequently Asked Questions
What payment methods are accepted?
The payments methods accepted are Invoice, Personal Check
When was Bull Oak Capital founded?
Bull Oak Capital was founded in 2014.
Which days is Bull Oak Capital open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Bull Oak Capital main services?
Custom Financial Plans, Portfolio Management.
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