Peter Campbell is a host on the Wealth Fix and a CERTIFIED FINANCIAL PLANNER™ professional and Lead Advisor at Bull Oak Capital, an investment advisory and financial planning firm in San Diego, CA. He works directly with clients to help them achieve their financial goals.
Peter focuses on building personalized financial plans and strategies, driving tax efficiency, and assisting clients in understanding the financial markets better and their relation to long-term success.
Before working in wealth management, Peter was a professional golfer, competing in events around the globe. He began his golfing career at UCLA, where he was on what was the #1 ranked team in the country. He earned his B.A. in History before turning pro.
As a professional, Peter played in professional events for the next 10 years, competing on the PGA Tour, the Korn Ferry Tour, the PGA Tour Canada, and the Latinoamerica Tour.
Once Peter's golf career came to an end, Peter knew that he wanted to become a financial planner. Knowing that he wanted to work for a fiduciary firm that places its clients interests first, he decided to join Ryan at Bull Oak Capital.
Over the years, Peter has cultivated extensive experience in financial planning for professionals with employee stock options and equity compensation. This specialty allows him to bring more advanced planning capabilities to highly compensated professionals and executives looking to minimize their tax liability and portfolio risk.