I am a financial planner at Bull Oak Capital, a fee-only, fiduciary financial planning firm in San Diego, CA.
I know it can be intimidating and overwhelming to reach out to a financial advisor. Don’t worry; it is a simple process. To start, all we will do is get on a call to get to know one another, understand your questions, what you are looking for in a financial planner, and make sure our expertise matches your situation.
We will also discuss the costs, how we help clients, and the value our specialized, objective expertise can bring. There is no cost for this call and no hard sell.
I do not sell any products like insurance or receive any commissions. Being fee-only means we don’t sell anything, and the only payment we can accept is directly from our clients for the services we provide as their financial advisors. Being a fiduciary means we legally are required to put your best interest above all else, precisely as it should be.
Book your free intro call on our calendar below or if you have questions call us at (858) 999-3550.