Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stoner is an investment advisor representative at Bull Oak Capital, LLC. Michael has been in the industry since January 2024, previously working at San Diego State University and US Navy. Michael is a registered investment advisor in the state of California. Michael specializes in financial planning and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/21/2024 - Present
Bull OAK Capital, LLC (RANCHO SANTA FE CA)
IA
Issued 02/23/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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