Brooklyn Brock (CEPA, CFP®, ChFC®, CKA®)

Brooklyn Brock focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • ExPat and Cross Border Issues
  • Tax Planning
  • Women's Financial Planning Issues

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

My family and I live in the Tulsa, OK area, including my husband, who works as a Mechanical Engineer, our little Yorkie puppy, and our large, extended families! 

Prior to starting at SageOak and completing the CFP® certification, I served as an advisor with a large Ameriprise office in Tulsa. I started the personal goal of running a marathon in every state after to completing dual degrees in International Economics and French at the University of Arkansas.

My husband and I enjoy attending church, reading, cooking, travelling, and spending time with our families. 

NAPFA Start Date

July 01, 2019


This Office

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