Tyler A. Gray
CFP®, CKA®, AIF®
SageOak Financial, LLC
Managing Director & Financial Advisor
Tyler A. Gray
CFP®, CKA®, AIF®
SageOak Financial, LLC
Managing Director & Financial Advisor
As a fee-only financial planner, my focus is helping busy people free up more time for faith, family, and friends. I do this by offering unbiased financial advice aligned with your goals and values. - Tyler A. Gray, CFP®, CKA®, AIF®
Fee-Only Financial Planner serving the Tulsa, OK area.
Tyler A. Gray is a Tulsa, OK fee-only financial planner. SageOak Financial, LLC provides comprehensive financial planning, investment management, and wealth management services to help professionals, medical professionals, business owners, retirees and near-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tyler A. Gray is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Tyler Gray is a Fee Only Financial planner in Tulsa, OK. Tyler Gray is a NAPFA-Registered Financial Advisor.
At SageOak, I help clients enjoy true financial peace, through every season of life.™
While I serve a variety of clients, the folks who typically find my services the most valuable are…
- Working Professionals
- Medical Professionals
- Business Owners
- Near or Current Retirees
For many of my clients, faith is an important part of their life, but regardless of their faith background or season of life, clients usually seek me out to delegate the stress and headache that normally comes with managing their own financial planning and investment needs.
Professional experience
I started SageOak in 2013 and worked primarily as a solo advisor for almost a decade before merging firms in January 2022 with Stan Rickner & Steve Ellis of Seasons Financial Group, LLC which now operates as a “sister” brand/tradename of SageOak.
As an owner, Managing Director, and Financial Advisor at SageOak/Seasons, I help develop and integrate our firm’s long-term vision and strategic plan, as well as provide ongoing financial planning, investment management, and wealth management services to our clients.
I’m a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® Designee, Certified Kingdom Advisor®, NAPFA-Registered Financial Advisor, and former 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).
I work with clients in person and virtually from around the country, and before starting SageOak, I worked remotely with financial advisory firms in Florida and California.
Personal background
I grew up in a small town in northeastern Indiana and attended college in Indianapolis.
Before entering the financial services industry, I worked 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 as a Physician Assistant at a local hospital.
We’ve lost two children in miscarriages over the years, but God has also blessed us with a rambunctious little boy and four sweet little girls.
In our community, I’ve previously served on the board of directors for Happy Hands Education Center, a local Christian school for children ranging in age from birth to 6 years old who are deaf, hard of hearing, or have other communication disorders and have volunteered with various other local ministries and non-profits.
My family and I are very active in our local church, Grace & Peace, where I serve as an ordained elder.
In my free time, I enjoy playing an occasional round of golf, staying physically active, reading good books, traveling to new places, and enjoying new experiences with my wife and kiddos!
Is it time to explore whether we are the right fit for you?
Tyler A. Gray is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
You have dreams. We can help you reach them.
If taking care of your family, reaching your financial goals, and being a good steward of your money is important to you, contact us today to start the complimentary discovery process!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Wealth Management
- Charitable Giving Strategies
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Medical Professionals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Tyler Gray is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Tyler Gray is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Tyler Gray is a Member of the XY Planning NetworkThe 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.
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Tyler A. 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.
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Tyler Gray is Quoted in US News and World Report: "How to Tell If You Should Move in Retirement"
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Tyler Gray is Quoted on WiseBread.com: "7 Occasions When You Should Definitely Hire a Financial Advisor"
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Tyler Gray is Quoted in InvestmentNews: "Question for advisers: Why did Verizon buy dial-up dinosaur AOL?"
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Tyler Gray is Quoted on The Huffington Post: "6 Ways to Help Spring Clean Your Finances"
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Tyler Gray is quoted on Kiplinger: "10 Critical Questions Near-Retirees Are Asking About Their Money"
Contact Tyler A. Gray
Office Locations:
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6964 S. 69th East Ave.
Tulsa, OK 74133
