SageOak Financial, LLC
At Tulsa, OK based financial planning firm, SageOak Financial, LLC, your financial advisor's advice is rooted in timeless biblical wisdom and truth, backed up by decades of research in the field of financial science.
Timeless financial wisdom, for every stage of life. At Tulsa, OK based financial planning firm, SageOak Financial, LLC, your financial advisor's advice is rooted in timeless biblical wisdom and truth, backed up by decades of research in the field of financial science. Tyler A. Gray, CFP®, CKA® Founder & Principal Financial Advisor At SageOak, I help clients free up time to focus on the things that really matter in life, such as faith, family, and friends. While I serve a variety of clients, the folks who typically find my services the most valuable are working professionals, business owners, and near or current retirees who’d like to delegate the stress and headache that usually come with managing their own investments and financial planning needs. My clients know what it feels like to experience the peace that comes from having an expert and friend walk alongside them to provide timeless financial wisdom, through every stage of life! Professional experience Although SageOak Financial, LLC opened in January 2013, I’ve been helping people with their personal finances for almost a decade! I’m a CERTIFIED FINANCIAL PLANNER™ professional, NAPFA-Registered Financial Advisor, Certified Kingdom Advisor®, and President-Elect of the Financial Planning Association of Tulsa. My formal education includes a Financial Planning Certificate from Northwestern University (Evanston, IL), Master of Business Administration (MBA) degree from Oklahoma State University (Stillwater, OK), and a Bachelor of Science degree from Indiana University-Purdue University of Indianapolis (Indianapolis, IN). Before starting SageOak, I worked remotely with financial advisory firms in Florida and California. Personal background On a more personal note, I grew up in a small town in northeastern Indiana and attended college in Indianapolis. Prior to entering the financial services industry, I worked in intercollegiate athletics as a college golf and basketball coach at a small college in Kansas. I currently live in the Tulsa, OK area with my wife, who works as a Physician Assistant at a local hospital. We lost our first child in a miscarriage a few years ago, but not long after, God blessed us with an adorable baby boy, and more recently, a beautiful baby girl! My family and I are very active in our local church and, in my free time, I enjoy golf, exercise, reading, travel, and spending time with friends and family. If taking care of your family, freeing up time, and being a good steward is important to you, contact me to start the complimentary discovery process!
Address: 7136 S. Yale Ave. #300 Tulsa, OK 74136, USA
Phone: +1 918 518 1533
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