Welcome to our website and blog (aka Articles)! We’re excited to be able to interface with more people. Please leave comments (we can’t post them for compliance reasons, but know we do read all of them), we’d love to hear your thoughts and opinions! If there’s a topic you’d like explored, let us know.
South Bay Financial Partners was founded by Tara Unverzagt, who first explored financial planning as a kid growing up with a mom who became a financial planner in the 1970s, before the career even existed. She knew that one day, she would want to help people who dread facing, or worse who are stressed and worried, about financial decisions.
In the meantime, she got a Bachelor of Science degree in Computer Science from Purdue University. She moved quickly from Xerox straight out of college to a small startup company, Locus Computer Corporation (employee #56) when she realized she preferred the fast pace of a start up. There she discovered her love of people and project management, eventually rising to Group Director. It became clear that an MBA would be helpful, so she went to Pepperdine University graduate school.
When she and her husband decided to get married and have kids, she started working in her family’s business and became a CFP. That was over 20 years ago. Working in the family business gave her the flexibility to raise her three children, while exposing her to a wide range of clients at various stages of life, levels of wealth, and a range of goals and needs. There’s nothing more satisfying to Tara than the face of a worried client relaxing after resolving an issue they were stressed about.
Tara has been involved in her community as a Library Commissioner, PTA President, Girl Scout and Boy Scout leader. She’s currently Co-Chair for her Girl Scout Service Unit, on the Board of Directors at her church, and Volunteer Coordinator for local, national, and international races at the Velo Sports Center at the StubHub in Carson, CA. While she’s not working, you’ll probably find Tara riding her bike around SoCal.
She looks forward to combining all she’s learned during the last 20 years in financial planning, investment advising, and tax preparation with her love for organizing and executing teams & projects in a business that helps comfort people on their financial journey.
She hopes you find the website and blog informative, as well as entertaining.