Peter Campbell Joins Bull Oak Capital

SAN DIEGO--()--Peter Campbell has joined Bull Oak Capital as a Lead Advisor.

Peter joins the firm after working with two other San Diego-based wealth management firms. He is a UCLA graduate and competed nationally on their top-ranked golf team before playing professionally for ten years, competing in the PGA Tour, Kern Ferry Tour, PGA Canada Tour, and other international tournaments. While competing, Peter also worked and consulted for businesses in the golf, performance technology, and sports apparel industries. He has completed the Uniform Investment Advisor Law (Series 65) Exam and is a Certified Financial Planner (CFP) candidate.

“We are excited to welcome Peter to the team. I have had the opportunity to get to know him over the past few years, and I couldn’t be happier to have him join us. We pride ourselves on providing outstanding financial advice, and that requires us only to hire outstanding individuals and top-flight talent. Peter is all of this and more,” said Ryan Hughes, Founder and CEO of Bull Oak Capital.

Peter will be leading clients through a comprehensive planning process, which includes regular reviews. The addition of a lead advisor will assure that the firm will continue to deliver on its promise of extraordinary client service and planning services as it continues to grow. In his new role, Peter will be an essential part of driving those areas forward.

Founded in 2014 by Ryan Hughes, Bull Oak Capital is a fee-only Registered Investment Advisory firm based in San Diego, California, providing comprehensive financial planning and investment management services to retirees, professionals, and business owners. Bull Oak Capital creates investment portfolios based on rigorous market research and focuses on three central principles: low-cost/passive management, risk management, and behavioral economics. A comprehensive financial plan should be the core of any long-term investment plan; Bull Oak Capital creates customized scenario-based financial plans based on the goals and lifestyles of individual clients. Bull Oak Capital believes that the combination of the two helps its clients achieve financial independence successfully.

Contacts

Alyssa Manen
Phone: (858) 999-3550
Email: pr@bulloakcapital.com

Contacts

Alyssa Manen
Phone: (858) 999-3550
Email: pr@bulloakcapital.com