The bank tellers at the Rancho Bernardo branch are very kind and helpful, despite me not having an…read moreaccount. I will definitely think of opening an account in the future!

I look forward to my visit at the Rancho Bernardo branch of It's always a pleasure meeting the…read moretellers, Dan, Teresa, and Gailey. They are always so friendly and courteous and help me in all my needs. God bless the staff at Banc of California employees Joey

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

I've been using Ron for my taxes and couldn't be happier. Fast, professional, and incredibly…read moreknowledgeable. He takes the stress out of tax season and actually helps me understand what's going on. Highly recommend!

Ron is friendly and makes the process stress-free. I had received IRS letters from past years that…read moreI messed up and he got everything back in order for me. He is organized and also kind.

I took my Mom to get a cashiers check for my daughters car. I don't think I have step foot in a…read morebank in a very long while. Most everything can be done either virtually or through an ATM and some banks have very few stand alone locations around here anymore. We were welcomed by the guard as we walked in, he was very polite and nice and the staff inside very welcoming and helpful. There wasn't really a line when we walked in and we were able to get the check fairly quickly. Staff is great and this location has plenty of parking and is easy to get to.

Every time I have questions or special request to my finances, customer service gives me the info…read morethat I need to resolve my question or issue.

Beau and his team helped me in refinancing my mortgage. I can't say enough about how Good they were…read moreto deal with. They made the whole process very efficient and kept me informed of the status on a regular basis. The costs were very fair and transparent from the start with no delays or surprises before closing. I would highly recommend them. -Edward W.

Beau and his team are true professionals. When our previous lender left us feeling a little…read moreneglected and unsure about aspects of refinancing, Beau was accessible, strategic, and thorough. He ended up saving us several hundred dollars per month!