Tara Unverzagt, CFP®, RTRP South Bay Financial Partners

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About Tara Unverzagt, CFP®, MBA, IRS RTRP/CTEC RTRP

South Bay Financial Partners was founded by Tara Unverzagt, who first explored financial planning as a young girl growing up with a mom who became a financial planner in the 1970s before the career even existed. Tara follows her mother in breaking new ground by helping expand the future of financial advice with the Financial Therapy Association. Dealing not just with the numbers but also the fear, shame, anxiety behind the numbers that prevent you from being your best.

Stuart, our Assistant Advisor, is Spanish speaking and a first-generation college graduate in his family. He brings important knowledge and experience to our team.

“We believe it’s your day to day decisions that make the difference in achieving financial success or not.” – South Bay Financial Partners team

Tara has been working in financial planning, investment advice, and tax preparation for over 25 years. She and the South Bay Financial Planning team are excited to help young adults who are just starting their working careers and in a couple’s relationship, set up a strong foundation in making money decisions. Many of our clients are couples with one freelancer navigating a new business launch.

Your finances should support your life and not the other way around. You should have a life plan that includes your values and helps you live by them without shame, fear, anxiety, or depression. Your budget should tell your story.

We’re not afraid to look at the emotional side of money decisions to make sure your journey is emotionally satisfying in addition to calculating the numbers. This can’t be done in a quick one or two-hour meeting. We go on a journey with you that we call Your Amazing Life.

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Ideal Clients

  • Debt Management
  • Engineering Professionals
  • Gen Y/Millennials
  • Recent Graduates

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • Monthly Fee: $125+/mo
  • Quarterly Fee: $375+/qtr

SEC Records:

States Registered

  • California

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