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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2023
- Office Locations
- 2
Office Locations
About Sachi Financial Planning
Sachi Financial Planning is a California RIA providing comprehensive financial planning and ongoing investment management for individuals and families, especially those navigating milestones like marriage, starting a family, or buying a home. Plans are tailored to goals and risk comfort, with implementation support and semi-annual progress reviews. Led by founder Tara Bokosky, CFP®, MBA, the firm uses RightCapital for planning and supports accounts on Altruist.
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Owner & Executives
Karly Bokosky
FINANCIAL PLANNER, PARTNER
- CRD
- #8206118
- Ownership
- 50% but less than 75%
Tara Bokosky Manista
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6916985
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,798,434 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,798,434 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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