Tara became financial planner for over 25 years. She followed in the steps of her mother who was one of the first CFPs in the 1970s. Tara is proud of her mother's participation in the birth of the financial planning profession and equally proud to participate in the birth of the next generation of helping people with financial wellness with financial therapy.

South Bay Financial Partners specializes in young professionals just getting started in their life journey and also in helping older adults going through post retirement transitions. We enjoy walking with people through their life's journey, navigating financial decisions at various stages. We're honored to serve multi-generations of families. We understand the emotional side of money decisions. We help people understand how money effects relationships and relationships effect money decisions.

Our services include investing, tax preparation & planning, cash flow (aka budgeting), estate planning support, charitable giving, generational wealth transfer, career development, insurance/company benefits review, student loan, and debt management with financial therapy tools woven in everything we do.