TM
Tara B. Manista
SACHI FINANCIAL PLANNING
Newport Beach, CA
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CRD#: 6916985
TM
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tara Bokosky
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
TFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 154 START DATE: 03/01/2018 ADDRESS: , Newport Beach CA , United States DESCRIPTION: Agent/Broker RISK MANAGEMENT ASSOCIATION POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 360 East First Street, #371., Tustin CA 92780, United States DESCRIPTION: I will become a board member for the RMA in September 2020. My role will be to enhance their current Emerging professionals group and increase engagement. The board is made up of individuals in various risk management fields. I will have no responsibility with finance. CHAPMAN INDUSTRY PARTNERS POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/04/2021 ADDRESS: 1 University Drive, Orange CA 92867, United States DESCRIPTION: A committee within Chapman University. The focus is to work with fellow industry partners to help spread "think Chapman first". CHAPMAN ALUMNI ASSOCIATION POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 1 University Drive, Orange CA 92867, United States DESCRIPTION: This group was organized by Chapman University in order to increase Chapman alumni engagement.
CRS (Client Relationship Summary) - RIA
Click below to view Tara Bokosky Manista's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 27, 2023 - Present
SACHI FINANCIAL PLANNING
RIA
CRD#: 324752
Newport Beach, CA
Past
July 3, 2018 - January 5, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
NEWPORT BEACH, CA
Past
March 26, 2018 - January 5, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
NEWPORT BEACH, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/27/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SF
SACHI FINANCIAL PLANNING
SACHI FINANCIAL PLANNING | SACHI FINANCIAL PLANNING LLC
CRD#: 324752 / SEC#:
California
Registered Investment Advisory firm - (1/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Newport Beach, CA
Mailing Address
3857 Birch Street Suite 3220, Newport Beach, CA 92660
Phone number
(949) 478-3643
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 98 |
| AUM (Assets Under Management) | $ 4,234,216 |
Red Flags
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