About Ryan
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!
Areas of focus
Credentials & background
Education
USC Marshall School of Business
Clients served
Regulatory
The firm
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.
4747 Executive Drive, San Diego, CA 92121$261M assets under management