Login   Join Now  
 

Tyler A. Gray, CFP®, CKA®, AIF®

Managing Director & Financial Advisor
SageOak Financial, LLC


LinkedIn


Areas of Concentration

Cash Management and Budgeting, Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Investment Management, Planning for Owners of Closely-Held Businesses, Retirement Planning, Education Planning, Tax Preparation, Wealth Transfer, Employee and Employer Plan Benefits, Estate Planning, Asset Allocation, Business Succession Planning, Debt Management, Government and Military, Healthcare Planning, Intergenerational Planning, Investment Planning, Legacy Planning, Life Planning, Life Transitions, Long-Term Care, Planning for Couples, Retirement Income Management, Risk Management, Small Business Planning, Social Security Planning, Socially Responsible Investments, Sudden Wealth Management, Tax Planning, Wealth Management, Women's Finances, Young Professionals

Office Location

SageOak Financial, LLC
6964 S. 69th East Ave.
Tulsa, OK 74133

Description

At SageOak, our mission is to help you enjoy true financial peace, through every season of life™. Although we serve a variety of clients, working professionals, business owners, and families who’d like to delegate the stress and headache of managing their personal finances and investments will likely find our services the most valuable.

Interested in exploring an advisory relationship with a Christian financial advisor who will help you integrate your faith and finances? Visit our website to learn more and to schedule a complimentary initial phone call today!

Licensed in these states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

Check the background of this investment professional on FINRA BrokerCheck

Contact Tyler