Tara Bokosky
CA License No. 0M39421
Tara strives to guide businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive financial strategies. She utilizes 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 specializes in a comprehensive approach to her financial services practice that addresses:
- Business Succession and Exit Strategies
- Investment Advisory
- Qualified and Non-Qualified Retirement Solutions
- Charitable Gifting
- Legacy Planning
- Insurance
Tara received her MBA with a focus in Marketing, as well as her Masters in Special Education from Chapman University. Tara holds her Series 7 and Series 66 registrations and her Life and Health Insurance License. She is a Registered Representative and Investment Advisor Representative or Securian Financial Services, Inc., member FINRA/SIPC.
n addition to her responsibilities at Tax & Financial Group, Tara is a member of the Chapman University MBA Alumni Board as well as Orange Coast Optimists. In her free time, Tara likes traveling and playing pick-up basketball with her sister.
