Tyler A. Gray
SageOak Financial, LLC
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!
Although SageOak Financial, LLC opened in January 2013, I’ve been helping people with their personal finances for almost a decade!
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:
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:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Ongoing Retainer
- % of Net Worth
- % of Assets Under Management
Professional Designations & Affiliations
Tyler Gray is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Tyler Gray is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Tyler Gray is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Tyler Gray is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Tyler Gray is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact Tyler A. Gray
7136 S. Yale Ave. #300
Tulsa, OK 74136