Tyler A. Gray

CFP®, CKA®

SageOak Financial, LLC

Principal Financial Advisor

Tyler A. Gray

CFP®, CKA®

SageOak Financial, LLC

Principal Financial Advisor

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Tyler A. Gray, CFP®, CKA®

Tyler Gray is a Tulsa, OK financial advisor and investment manager. SageOak Financial, LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Tyler Gray is a fiduciary financial planner.

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!

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™ professionalNAPFA-Registered Financial AdvisorCertified Kingdom Advisor®, and President 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.

Tyler A. Gray's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

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.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Ongoing Retainer
  • % of Net Worth
  • % of Assets Under Management

Professional Designations & Affiliations

Contact Tyler A. Gray

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Office Locations:

  • 7136 S. Yale Ave. #300
    Tulsa, OK 74136

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