Tyler A. Gray,  CFP<sup>&reg;</sup> - Financial Advisor

Tyler A. Gray, CFP®

CKA®, AIF®

SageOak Financial, LLC

6964 S 69th East Ave
Tulsa, OK 74133
FINANCIAL ADVISOR'S WEBSITE
(918) 627-3700 CONNECT WITH Tyler
  • linkedin link

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!

More

Financial Advisor Experience

I grew up in a small town in northeastern Indiana and attended college in Indianapolis.

Before entering the financial services industry, I worked briefly in intercollegiate athletics as a college golf and basketball coach at a small Christian college in Kansas.

I currently live in the Tulsa, OK area with my wife, who works part-time as a Physician Assistant. We’ve lost two children in miscarriages over the years, but God has also blessed our family with a rambunctious boy, four sweet girls, and an energetic Cavapoo named Hoosier!

In our community, I currently serve on the board of directors for Classically Formed Inc., which operates Tulsa Classical Academy, Oklahoma’s first public tuition-free classical charter school.

I previously served on the board of directors for Happy Hands Education Center, a local Christian school for children from birth to age 6 who are deaf, hard of hearing, or have other communication disorders.

I have also volunteered with various other local ministries and non-profits over the years, and my family and I are very active in our local church, Grace & Peace (PCA), where I serve as an ordained elder.

For fun, I enjoy playing an occasional round of golf, staying physically active, reading good books, traveling to new places, and enjoying the craziness of raising five kids and a dog!

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CKA®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

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

More

Helpful Financial Planning Resources