Tyler A. Gray, CFP®, CKA®, MBA SageOak Financial, LLC

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About Tyler A. Gray, CFP®, CKA®, MBA

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/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!

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 wife, Laura, who works as a Physician Assistant at a local hospital.

Our growing family includes our energetic two-year-old son, our sweet 9-month-old daughter, a Yorkshire Terrier that thinks he’s a Rottweiler, and a black Pug that thinks she’s a Yorkshire Terrier.

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.

If taking care of your family, reaching your goals, and being a good steward of your money is important to you, contact me today to start the complimentary discovery process!

Together, we’ll explore whether or not an advisory relationship with my firm makes sense for you and your family!

 

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Recently Published

Quarterly Market Review – Second Quarter 2016

July 21, 2016

From the infamous “Brexit” vote in the UK, to good news in U.S. jobless claims and consumer spending, investors braced themselves for substantial volatility in the second quarter of 2016. Depending on what day you watched the news, you might have thought the world was on the verge of utter chaos and destruction in the… (Read More)

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Quarterly Market Review – First Quarter 2016

April 8, 2016

Despite the Dow Jones Industrial Average and the S&P 500 index experiencing their worst start to the year EVER, most of the major asset classes bounced back to finish the first quarter on a fairly positive note. To the surprise of many, we learned that the U.S. budget deficit fell to the lowest level since… (Read More)

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Is Your Financial Planner Certified? (Video)

March 17, 2016

Would you go to a personal trainer who wasn’t certified? How about a doctor or surgeon? A plumber? Electrician? Day care facility? Yeah, I didn’t think so. Did you know that only 20% of people who hold themselves out as financial planners in the United States are CERTIFIED FINANCIAL PLANNER™ professionals? Yes, I’m dead serious… (Read More)

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Ideal Clients

  • Business Owner
  • Christians
  • Generation X
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $295+/mo
  • Quarterly Fee: $885+/qtr
  • Flat Fee: 0.50% of Net Worth
  • Hourly Fee: $250+/hr
  • AUM: 0.25%+ 

SEC Records

States Registered

  • Oklahoma
  • Texas

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