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

2022 Midyear Financial Market Update

July 19, 2022

Wondering what’s been happening with the financial markets this year? Check out this video for a brief midyear financial market update from your friends at Seasons and SageOak Financial. Problem with the video? The full video transcript can be found below. —TRANSCRIPT START— “Hi, I’m Tyler Gray, Managing Director and one of the financial advisors… Read More

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Seasons & SageOak Merger Announcement

January 19, 2022

As of January 1st, 2022 Seasons Financial Group, LLC and SageOak Financial, LLC have merged firms and SageOak’s LLC is the surviving legal entity. We will continue to operate under both the Seasons and SageOak brand names for the foreseeable future as we work towards integrating our firms behind the scenes throughout 2022. For more… Read More

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SageOak Financial Merger Announcement

January 19, 2022

Check out this video for a special announcement from Tyler Gray, Managing Director at SageOak Financial, LLC. Problem with the video? The full video transcript can be found below. —TRANSCRIPT START— “Hi SageOak family! I hope that 2022 is off to a good start for you and your family! I’m sending this video message today… Read More

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Ideal Clients

  • Business Owners
  • Christian Faith Based
  • Gen X
  • Medical Professionals
  • Pro Bono

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

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