Meet Our Team

With over 25 years of experience in the financial planning industry, we have extensive knowledge in making challenging day to day money decisions, managing debt, investing, taxes, insurance, estate planning, and dealing with retirement transitions.

Tara Unverzagt

Founder & Chief Advisor

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 charities. 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 Programm is a Certified Financial Planner (CFP) and has a Certification in Financial Therapy Level I (CFT-I).

Nina Reeder
Client Service Associate
Sadie Goodwin
Marketing Manager
Jessica Robertson
Lead Financial Planner
Vincent Wong
Technical Administrator
Technology Consultant

In the Press

April 21, 2020

How to Help Clients Pay Less for College

March 5, 2020

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

March 5, 2020

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

March 5, 2020

Advisors’ Advice: 10 Biggest Tax Mistakes Clients Make

March 5, 2020

How to Teach Delayed Gratification to Kids

Are you looking to change your financial future?

If you looking to make the jump to the financial future of your dreams reach out to our team and we will show you what we can do for you.

Find out more