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).

Stuart Pyne
Associate Advisor
Nina Reeder
Office Manager
Vincent Wong
Technical Administrator
Sadie Goodwin
Digital Marketing Specialist
Jessica Robertson
Financial Planning Intern

In the Press

March 5, 2020

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

July 30, 2017

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

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