Steve Ellis, Cfp®, Cka®

Steve Ellis, Cfp®, Cka® Email and Phone Number

Principal and Financial Planner @ SageOak Financial, LLC
tulsa, oklahoma, united states
Steve Ellis, Cfp®, Cka®'s Location
Tulsa Metropolitan Area, United States
About Steve Ellis, Cfp®, Cka®

While I serve a variety of clients, the people who typically find my services the most valuable are Faith-based Individuals and Families. Before they come to SageOak®, many of my Christian clients struggle to get their finances, investments, and overall stewardship aligned with biblical principles. They tend to experience confusion, stress, shame, unfulfillment, and a genuine lack of true financial peace.At SageOak, I provide biblical financial life planning that is clear, understandable, and effective. This helps Christians align their finances to biblical principles. And when they do, they make wiser decisions that lead to greater contentment, fulfillment, and ultimately, have an eternal impact on their family, church, community, and God’s Kingdom.As a Certified Kingdom Advisor®, I serve you with biblical financial advice on how to best meet the goals God has given you in being a steward of the finances entrusted to you. This can give you assurance that your plan is in line with your faith and values.As a CERTIFIED FINANCIAL PLANNER™ professional, I help bring order to your investments, retirement, taxes, insurance, estate plan, and cash flow so you will have fewer worries about your overall financial plan.

Steve Ellis, Cfp®, Cka®'s Current Company Details
SageOak Financial, LLC

Sageoak Financial, Llc

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Principal and Financial Planner
tulsa, oklahoma, united states
Employees:
2
Steve Ellis, Cfp®, Cka® Work Experience Details
  • Sageoak Financial, Llc
    Principal And Financial Planner
    Sageoak Financial, Llc Oct 2021 - Present
  • Seasons Financial Group
    Managing Partner And Cfo
    Seasons Financial Group Oct 2008 - Sep 2021

Steve Ellis, Cfp®, Cka® Education Details

Frequently Asked Questions about Steve Ellis, Cfp®, Cka®

What company does Steve Ellis, Cfp®, Cka® work for?

Steve Ellis, Cfp®, Cka® works for Sageoak Financial, Llc

What is Steve Ellis, Cfp®, Cka®'s role at the current company?

Steve Ellis, Cfp®, Cka®'s current role is Principal and Financial Planner.

What schools did Steve Ellis, Cfp®, Cka® attend?

Steve Ellis, Cfp®, Cka® attended College Of Financial Planning, Oral Roberts University.

Who are Steve Ellis, Cfp®, Cka®'s colleagues?

Steve Ellis, Cfp®, Cka®'s colleagues are Nancie Owsley, Gail Benedict, Tyler Gray, Cfp®, Cka®, Aif®.

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