Meet Kyle and Maya. Kyle (42) and Maya (39), are working professionals in the San Diego region. Kyle is a Product Manager at Google and Maya is a research scientist at a small biotech company. They have a small child, Ava, that they wish to start a college fund for. Their Goals Resources & Facts...| Bull Oak
There are 6 ways to managed concentrated stock: 1. Structured Selling 2. Charitable Giving 3. Option Strategies 4. Exchange Funds 5. Stock Protection Plans 6. Sell It All Now| Bull Oak
The ultimate guide to tax-loss harvesting. Learn how to lower your taxes and how to improve your portfolio the right way.| Bull Oak
Schedule an intro to a fiduciary financial advisor located in San Diego, CA. We work with clients remotely or locally.| Bull Oak
