I am the Founder and CEO of Bull Oak Capital, an investment advisory firm in San Diego, CA. I started the firm in 2014 after graduating from the UCLA Anderson School of Business where I was awarded the J. Fred Weston Finance Award for academic excellence, was nominated as a GAP Fellow (the top 5% of program thesis participants), and I was the ASAM Chief Investment Officer.
While at UCLA, I completed an in-depth independent graduate research project where I wrote an original whitepaper on Risk-Contribution Analysis and Value Investing as a basis for portfolio management.
In addition to my current role, I also have equity analysis experience at Wedbush Securities and personal finance experience at Merrill Lynch, Morgan Stanley, and Charles Schwab.