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Tara Unverzagt

President & Senior Financial Planner

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.

Resources

Code of Ethics
Privacy Policy
SEC ADV Brochure Part A and Part B
Form CRS

Contact

310.792.4189

[email protected]

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