Portfolio Management

Bull Oak Capital provides portfolio management services and custom financial plans for working professionals in the southern California region and across the U. S.

• 4747 Executive Drive, Suite 1010, San Diego, California, 92121
• +1 (858) 999-3550

Your portfolio managements can give you a devil of a time, but not when Effective Assets at Berkeley, CA

• 1510 Walnut St #E, Berkeley, CA 94709
• +1 (510) 549-8780