I am a CERTIFIED FINANCIAL PLANNER™ at Bull Oak, a fee-only, fiduciary financial planning firm in San Diego, CA.
We start with an intro meeting over Zoom to 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.
Being fee-only means I don’t sell anything, and the only payment I can accept is directly from my clients for the services I provide as their financial advisor. Being a fiduciary means I am legally required to put your best interest above all else, precisely as it should be.
Book your free intro meeting on my calendar below or if you have questions call us at (858) 999-3550.
Have More Questions?
I would love to hear from you and help answer any questions.
Call or email, I read and reply to all messages.
16236 San Dieguito Rd., Ste 4-22
Rancho Santa Fe, CA 92091
Email: peter@bulloak.com
Phone: (858) 999-3550