Welcome to South Bay Financial Partners, here to help with over 20 years of expertise.
9th April 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

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 […]

‘Being objective is incredibly hard’: top financial advisers reveal their strategies for 2020

Published: Jan. 6, 2020 at 10:01 a.m. ET Andrew Keshner This article originally appeared in MarketWatch. Experts discuss inflation rates, investment ‘wish lists’ and the perils of market timing based on the 2020 presidential election Self-care, simplified finances and unemotional investing choices are some of the ways financial advisers are planning to better themselves in 2020. […]

Advisors’ Advice: 10 Biggest Tax Mistakes Clients Make

By Ginger Szala | March 04, 2020 at 10:50 AMThis article originally appeared in ThinkAdvisor. With tax time upon us, we tapped our best resources — advisors themselves — to learn about how they’ve helped their clients correct some big tax mistakes. Many were willing to share their horror stories, but here are 10 of the top mistakes by […]

How to Teach Delayed Gratification to Kids

By Donna Freedman — Jan 7, 2020 This article originally appeared in Fabric. In the famous “marshmallow experiments” of the early 1970s, researchers at Stanford University gave preschoolers a choice: Eat one marshmallow now, or wait 15 minutes and you’ll get twomarshmallows. (Spoiler alert: More than half of them couldn’t wait.) You might be thinking, “Ha! My kids wouldn’t last […]

Talking about money improves marriage satisfaction. So why don’t we do it?

By Anna Bahney, CNN Business Updated 12:28 PM ET, Tue March 3, 2020 This article originally appeared in CNNBusiness. (CNN)Research shows that talking with a spouse or partner about money increases relationship satisfaction. But many people still don’t do it. Couples typically don’t talk about money because they’re embarrassed or fearful, said Tara Unverzagt, a certified financial planner with South Bay Financial Partners in Torrance, […]

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 […]

Top