Tara B. Manista
Professional summary
Tara Bokosky Manista, CFP®, who also goes by Tara Bokosky, is a registered financial advisor currently at SACHI FINANCIAL PLANNING located in Newport Beach, California.
Tara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Tara has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tara Bokosky Manista's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 27, 2023 - Present
SACHI FINANCIAL PLANNING
July 3, 2018 - January 5, 2023
SECURIAN FINANCIAL SERVICES, INC.
March 26, 2018 - January 5, 2023
SECURIAN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2023)
Exams
Current Firm
SACHI FINANCIAL PLANNING
CRD#: 324752 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 5,798,434 |
Red Flags
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