We understand your needs and desires
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.
Take a look at how we can help.
Our mission at South Bay Financial Partners is to help the most people we can to live their best financial lives. To do this, we provide three types of services that cover a multitude of needs.
Life is too short to not spend it doing the things that you love
Our goal is to tell you to do the things you enjoy doing that lead to a fulfilling life while building a financial plan that supports your lifestyle.
Your Amazing Financial Life
Our most economical service, this subscription based, members-only, virtual community helps you learn about all aspects of personal finances. Individual questions lead to information that helps everyone. We keep the stress low and have a blast while doing it!Learn More
In this gateway to our other services; Delivered in six sessions – Our Fresh Start Program is designed as a service that all new clients must experience. In this program, we work with our clients to create an achievable plan built around their goals and life intentions.Learn More
The foundation of this one-on-one program is helping you get a firm grip on your spending and moving you toward your financial goals. In this relationship, you are always the decision maker; our role is to observe trends, offer insight, and to help frame choices.Learn More
We advise on all aspects of your financial life: insurance, generational wealth transfer, consideration of short and long-term tax implication, and providing expertise as you make decisions related to all your other future financial planning needs.Learn More
Looking to learn more about creating your own financial success story? Check out some of these free resources from our team of experts.