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Sarah Ta, CFP

Sarah Ta, CFP

Planning Analyst

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.

When not working Sarah enjoys riding and showing her American Saddlebred horse, spending time with family and friends, 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