KB
Karly Bokosky
SACHI FINANCIAL PLANNING
Santa Ana, CA
CRD#: 8206118
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KB
Karly BokoskySACHI FINANCIAL PLANNING
Professional summary
Karly Bokosky is a registered financial advisor currently at SACHI FINANCIAL PLANNING located in Santa Ana, California.
Karly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Karly has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Karly Bokosky'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®
NoneExperience
Current
January 5, 2026 - Present
SACHI FINANCIAL PLANNING
RIA
CRD#: 324752
Santa Ana, 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(1/5/2026)
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)Loading...
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
2
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 5,798,434 |
Red Flags
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