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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 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 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 for Securian Financial Services, Inc., member FINRA/SIPC.

Tara enjoys her involvement in various professional organizations and is currently  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.

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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. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions 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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