Tyler A. Gray, CFP^®

CKA^®, AIF^®

SageOak Financial, LLC

6964 S 69th East Ave
Tulsa, OK 74133

FINANCIAL ADVISOR'S WEBSITE

www.sageoakfinancial.com

(918) 627-3700

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We do NOT accept commissions, referral fees, or any other third-party fees that tend to increase the conflicts of interest inherent in many advisory relationships. Rather, we operate on an independent and fee-only basis for the benefit of our clients!

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Tyler Gray is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SageOak Financial, LLC in Tulsa, OK and the surrounding communities.

Financial Advisor Overview

At SageOak, we help you free up time to focus on the things that really matter in life, such as faith, family, and friends. While we serve a variety of clients, the folks who typically find our services the most valuable are working professionals, business owners, and near/current retirees who'd like to delegate the stress and headache that usually come with managing their own investments and financial planning needs. Our 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! If taking care of your family, reaching your goals, and being a good steward of your money is important to you, click here to schedule a complimentary initial phone call today!

Financial Advisor Experience

Prior to starting SageOak, I worked and consulted with financial advisory firms in Florida and California. I also worked in intercollegiate athletics as a college golf and basketball coach prior to completing my MBA and CFP® certification. On a more personal note, I live in the Tulsa, OK area with my family, including my wife, Laura, who works as a Physician Assistant at a local hospital, and our two children. 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CKA^®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Startup, Succession Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Personal Taxes, Women's Finances