Tyler Gray (AIF®, CFP®, CKA®, MBA)

Tyler Gray focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

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!

Additional Information

I live in the Tulsa, OK area with my family, including my wife, who works as a Physician Assistant at a local hospital, and our three children.

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.

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.

NAPFA Start Date

October 20, 2011

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This Office

7136 S. Yale Ave. #300 Tulsa, OK 74136 Phone: (918) 518-1533