Tara Unverzagt, CFP®, RTRP South Bay Financial Partners

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About Tara Unverzagt, CFP®, 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. Like her mother, Tara knew that one day, she would want to offer help and guidance to those who stress and worry about making financial decisions.

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 set up a strong foundation in making money decisions.

“We believe it’s your day to day decisions that make the difference in achieving financial success or not.

We want your finances to support your life and not the other way around. We use life planning and financial therapy tools to help you understand what you value. We want to help you tell your story through your budget. We’re not afraid to look at the interior part of money decisions to make sure your journey is emotionally satisfying in addition to calculating the numbers.” – South Bay Financial Partners team

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Ideal Clients

  • Cash Flow/Budgeting
  • Financial Coaching
  • Gen Y/Millennials
  • Recent Graduates

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $125/mo
  • Quarterly Fee: $375/qtr
  • Flat Fee: $100/engagement

SEC Records:

States Registered

  • California