Company description
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.
More details
- Services
- Custom Financial Plans, Portfolio Management
- Number of Employees
- 3
- Year Established
- 2014
