LeadIQ logo
Learn more at LeadIQ.com
Bull Oak logo

Bull Oak Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Bull Oak is a fiduciary financial advisory firm based in San Diego, California, that emphasizes data-driven planning and pragmatic investing to help clients pursue financial success. The firm describes its approach as personalized and methodical, aiming to provide well-informed foresight to clients who work hard for their money. Located in Southern California, Bull Oak operates as a registered investment adviser with the Securities and Exchange Commission and serves clients in states where it maintains registration or exemptions. The company positions itself within the financial services industry as a professional advisory entity offering prudent strategies rather than marketing-oriented services.

Find Bull Oak employees' phone numbers or email addresses

Bull Oak Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Bull Oak's Leadership

  • Stylized image of a person
    A. C.
    Customer Service Specialist
    Mobile Phone

Bull Oak Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Arts & Design
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Bull Oak

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. C.
    Customer Service Specialist
    Mobile Phone
    United States
    Sep 11, 2025

Frequently Asked Questions

What is Bull Oak known for?

Minus sign iconPlus sign iconBull Oak was founded in 2014 operates in the Financial Services industry. Explore Bull Oak's company overview page for more information.

What is Bull Oak's most common email format?

Minus sign iconPlus sign iconBull Oak employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bull Oak email formats with LeadIQ.

How many employees does Bull Oak have currently?

Minus sign iconPlus sign iconBull Oak has approximately 13 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bull Oak's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Bull Oak's key employees include:

  • Customer Service Specialist: A. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.