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).