Inactive

Karly Bokosky

Sachi Financial Planning

Newport Beach, CA

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Current Employers

Sachi Financial Planning

Newport Beach, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-05

CA RA
APPROVED

Since 2026-01-05

Branch Locations

Newport Beach, CA • United States

Santa Ana, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Placentia Yorba Linda School District	Yorba Linda	CA	08/2020	06/2021
Capo Unified School District	Capistrano	CA	08/2021	06/2025
Chapman University	Orange	CA	08/2015	06/2020
Sachi Financial Planning	Newport Beach	CA	01/2026	Present
Unemployed	Santa Ana	CA	07/2025	12/2025

08/2020 → 06/2021

Placentia Yorba Linda School District

Yorba Linda, CA
08/2021 → 06/2025

Capo Unified School District

Capistrano, CA
08/2015 → 06/2020

Chapman University

Orange, CA
01/2026 → Present

Sachi Financial Planning

Newport Beach, CA
07/2025 → 12/2025

Unemployed

Santa Ana, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-02

S65 Uniform Investment Adviser Law Examination

2025-12-02

View on SEC IAPD

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