Peter Campbell is a CFP® with nine years of industry experience, currently serving at Bull Oak Capital, LLC since 2022. He previously worked at Wealth Analytics Partners and Cambridge Investment Research Advisors. Outside of financial advising, he has experience with Aviara Golf Academy. Bull Oak Capital provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients. The firm emphasizes broad diversification using exchange-traded funds and tailors portfolios to clients’ risk tolerance and time horizon, while also incorporating equities, fixed income, and cryptocurrencies when appropriate.

Ryan Hughes is a financial advisor at Bull Oak Capital, LLC in Rancho Santa Fe, CA, holding a Series 66 designation with 15 years of industry experience. He has been with Bull Oak Capital since 2014, working as part of a four-advisor team. Bull Oak Capital serves individual and high-net-worth clients by providing customized financial planning and discretionary portfolio management. The firm emphasizes broad diversification through primarily ETF-based portfolios, tailored to clients’ risk tolerance and time horizon, and integrates services such as retirement, tax, and estate planning with ongoing portfolio reviews.

Michael Stoner is a financial advisor at Bull Oak Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously served ten years in the US Navy. Before joining Bull Oak Capital, he worked in exam preparation and spent two years at San Diego State University. Bull Oak Capital serves individual and high-net-worth clients through a four-advisor team, offering customized financial planning and discretionary portfolio management. The firm emphasizes broad diversification using primarily ETF-based portfolios tailored to clients’ risk tolerance and time horizon, and incorporates other asset types as appropriate.

Dana Morgera is a financial advisor at Bull Oak Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Bull Oak, Morgera worked at The Upper Deck Company and the San Diego Seals, as well as other organizations outside of finance. Bull Oak Capital offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients. The firm emphasizes broad diversification using exchange-traded funds and tailors portfolios according to client risk tolerance and time horizon, incorporating equities, fixed income, and occasionally cryptocurrencies.

Colin Summers is a CFP® professional with one year of experience at Bull Oak Capital, LLC. Prior to joining Bull Oak, he worked for the City of San Diego and Starbucks Corporation. Bull Oak Capital serves individual and high-net-worth clients through a four-advisor team, offering customized financial planning and discretionary portfolio management. The firm emphasizes broad diversification using primarily ETF-based portfolios tailored to clients’ risk tolerance and time horizon, and incorporates a range of investment vehicles including equities, mutual funds, fixed income, TIPS, and cryptocurrencies.