Welcome to South Bay Financial Partners, here to help with over 20 years of expertise.
29th January 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

Morningstar – Racing Ahead

Racing Ahead Whether it’s cycling or building her practice, Tara Unverzagt pushes her limits. Charles Keenan This article originally appeared in Morningstar.   Financial planner Tara Unverzagt knows something about grit. Around 15 years ago, she was looking into enrolling her son for training at the local velodrome, a track for bicycle racers. She found her […]

XYPN Ep #210: Taking Over the Family Business – The Career of Tara Unverzagt

Ep #210: Taking Over the Family Business – The Career of Tara Unverzagt This episode originally aired on XYPN. Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother—who was one of financial planning’s early pioneers—Tara knew from an early age that she wanted to be […]

CNN – Why wealthy parents who bankroll their adult children are hurting them

Why wealthy parents who bankroll their adult children are hurting them By Anna Bahney Updated 11:32 AM ET, Tue July 23, 2019 This article originally appeared in CNN   For some wealthy parents, the pressure to extend their social and financial status to their adult children can be overwhelming. The recent college admission scandal revealed shocking […]

CBS NEWS – Americans still think they can make money flipping houses

Americans still think they can make money flipping houses By Irina Ivanova July 19, 2019 / 7:51 AM / MONEYWATCH This article originally appeared in CBS NEWS.   While fewer Americans are buying homes these days, more of us than ever believe we should be. The portion of people who say real estate is the […]

CNN – Is $2 million enough to feel wealthy?

Is $2 million enough to feel wealthy? By Anna Bahney CNN Business Updated 10:14 AM ET, Fri May 31, 2019 This article originally appeared in CNN.   How much does a person need to feel rich? A recent survey from Charles Schwab revealed that a net worth of $2.27 million would be enough. But can […]

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