Sachi Financial Planning

Sachi Financial Planning (CRD# 324752) is a financial advisory firm headquartered in Newport Beach, CA. They manage $3,100,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $73,810
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sachi Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Tara Bokosky
CRD#: 6916985
Newport Beach, CA

Tara Bokosky (CRD# 6916985) is an Investment Advisor Representative working at Sachi Financial Planning in Newport Beach, CA and has over 5 years of experience in the finance industry.

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