AUMdb
TB

Tara Bokosky Manista

CRD 6916985 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
Sachi Financial Planning Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗