Sarah Ta, CFP
Sarah came to Box Financial Advisors in May of 2006. Sarah is a graduate of William Woods University where she received a BS in Business Management in 2006.
Sarah and her husband John share a love of animals and love to spend time with their rescue dog as well as help with Sarah’s aunt’s dog rescue. Sarah also enjoys spending time with her family and friends, horseback riding, and cheering on her favorite sports teams including the Minnesota Wild, Minnesota Twins, and University of Minnesota men’s and women’s hockey teams.
Sarah is responsible for analyzing and generating most of the planning reports used for our clients. Sarah’s responsibilities include:
- Cost Basis Maintenance
- Required Minimum Distribution Reporting
- Performance Reporting
- Financial plan inputs
Sarah Ta is a Registered Administrative Assistant of Cetera Advisor Networks LLC