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Top Advisor Ranking is based on the 1 RR and 46 IARs and employees at the firm, this is a ranking not an award. 2262965 DOFU 10.2018

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  2. Tara Bokosky

Tara Bokosky

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Tara Bokosky
Financial Advisor
Phone: 
(949) 223- 8402
E-mail: 
tara.bokosky@tfgroup.com

CA License No. 0M39421

Tara strives to guide businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive financial strategies. She utilizers her knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group. Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives.

Tara received her MBA with a focus in marketing, as well as her Masters in Special Education from Chapman University. Tara holds the Series 7 and Series 66 registrations and the Life and Health Insurance License. She is a Registered Representative and Investment Advisor Representative or Securian Financial Services, Inc., member FINRA/SIPC.

Tara enjoys her involvement in various professional organizations and is currently a member of the Green Building Council and Urban Land Institute. In her free time, Tara likes spending time with her family, friends, and German Shepard. 

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 1845543 DOFU 07/17

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