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Tara Bokosky Manista

Sachi Financial Planning

Newport Beach, CA

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Current Employers
Sachi Financial Planning

Newport Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-27
  • CA RA
    APPROVED
    Since 2023-01-27

Branch Locations

Newport Beach, 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
OrganizationCityStateFromTo
Beacon Hill Staffing Newport Beach CA 09/2017 02/2018
Chapman University Orange CA 08/2010 09/2017
Minnesota Life St. Paul MN 03/2018 01/2023
Tax And Financial Services Inc. Newport Beach CA 03/2018 01/2023
Securian Financial Services Inc. St. Paul MN 03/2018 01/2023
Sachi Financial Planning Llc Newport Beach CA 01/2023 Present
  • 09/2017 → 02/2018
    Beacon Hill Staffing
    Newport Beach, CA
  • 08/2010 → 09/2017
    Chapman University
    Orange, CA
  • 03/2018 → 01/2023
    Minnesota Life
    St. Paul, MN
  • 03/2018 → 01/2023
    Tax And Financial Services Inc.
    Newport Beach, CA
  • 03/2018 → 01/2023
    Securian Financial Services Inc.
    St. Paul, MN
  • 01/2023 → Present
    Sachi Financial Planning Llc
    Newport Beach, CA
Previous Registrations
  • 2018-07-03 → 2023-01-05
    Securian Financial Services, Inc.
    Newport Beach, CA
    Newport Beach, CA
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-26
  • S66 Uniform Combined State Law Examination
    2018-04-26
Designations
Other Names
  • Tara Bokosky

View on SEC IAPD

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