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.
Tara has been working in financial planning, investment advice, and tax preparation for over 20 years. She specializes in multigenerational financial planning which includes raising a family, having a successful retirement, generation wealth transfer, and financial coaching for younger generations. She also specializes in financial issues for charities and charitable giving including bookkeeping and tax preparation for Pooled Income Funds. She is currently on the board of directors for several charity. Tara started her career in software programming and systems design. After ten years in the computer business, she turned her attention to the financial industry.
Tara received a Bachelor of Science degree in Computer Science from Purdue University and an MBA from Pepperdine University. She has completed the NEFE College of Financial Planning Program and is a Certified Financial Planner (CFP) and is currently working towards Certification in Financial Therapy Level I (CFT-I).
Tara has been involved in her community as a Library Commissioner, PTA President, Girl Scout and Boy Scout leader. She’s currently on the Board of Directors at her church and on the Conference and Membership committees for the Financial Therapy Association. 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 relieves the stress and anxiety people have on their financial journey.
She hopes you find the website and blog informative, as well as entertaining.