Welcome to South Bay Financial Partners, here to help with over 20 years of expertise.
27th May 2020

3868 Carson St. Suite 220

Torrance, CA 90503

About

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.

In the Press

Banking 101: How to Start Saving Money

Written by Anna BaluchPublished on 10/23/2019Originally posted on DepositAccounts by lendingtree.  Note: This article is part of our Basic Banking series, designed to provide new savers with the key skills to save smarter.  If you want to save money but don’t know where to start, keep reading this guide to learn how you can improve your finances […]

5 Do’s and Don’ts of Repaying Your Personal Loan Early

By Annie MillerberndPosted Apr 16, 2020 at 12:30 PMOriginally Posted in the Herald Tribune. When you’re nearing the end of a long personal loan road, it’s tempting to wrap your payments up a few months early. Who doesn’t yearn to see that balance zero When you’re nearing the end of a long personal loan road, it’s tempting to wrap your […]

How to Model Family Spending During the Covid-19 Pandemic

Getting a handle on spending during this new normal will help families succeed in the long run.  By Adam Bulger Apr 14 2020, 7:25 PMThis article originally found on Fatherly. Under COVID-19, money’s causing almost as much dread and panic as the coronavirus pandemic itself. Roughly 17 million Americans filed for unemployment benefits over the course of four weeks in late March […]

Follow Your Own Advice, Say Top Advisors In New Year’s Resolutions

January 2, 2020By Alex PadalkaThis article originally appeared in Financial Advisor IQ. Financial advisors making New Year’s resolutions say they want to follow more of the advice they’re giving their clients — but also to remember to treat themselves. Overall, both financial and personal well-being are top of mind for most advisors, MarketWatch writes. Jennifer Weber, vice […]

How to Help Clients Pay Less for College

By Ingrid CaseDecember 30, 2019, 2:54 p.m. ESTThis article originally appeared in Financial Planning. Every day clients fill out the Free Application for Federal Student Aid, hoping their college-age children will qualify for need-based financial aid. Most families with annual incomes of $300,000 or more won’t get great news.  “Three hundred thousand dollars is the cutoff where […]

Meghan Markle and Prince Harry want to be financially independent — here’s what that means

Alizah Salario Published Thu, Jan 9 20205:09 PM ESTThis article originally appeared in Grow Acorns. This week, actress and activist Meghan Markle and her husband Prince Harry announced that they intend “to step back” from their duties as “senior” members of the royal family and “work to become financially independent.” In a break from tradition, the couple plan, going […]

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