South Bay Financial Partners was founded by Tara Unverzagt in 2014. Tara’s interest in financial planning was sparked at a young age as she watched her mother become a financial planner in the 1960s, a time before the development of the financial planning career.

Now, with over 30 years of experience in financial planning, investment advice, and tax preparation, Tara is more dedicated than ever to walking with clients through their life's journey, navigating financial decisions at various stages. Her clients range from young adults just embarking on their careers to business owners to couples going through post-retirement transitions to multi-generations of families.

Much like her mother, Tara is a visionary within her industry, fueled by her active involvement in the Financial Therapy Association since 2018. Tara is dedicated to helping people find financial wellness with financial therapy. She understands the emotional side of money decisions and helps clients understand how money affects relationships, and how relationships affect money decisions.

Tara and her team firmly believe that your finances should support your life, and not the other way around. You deserve to have a life plan that is unique to you and your dreams. A plan that helps you live by your values without shame, fear, or anxiety. Your budget should tell your story.

Overall, South Bay Financial Partners offers a comprehensive range of financial planning tools and services for anyone with any budget, with a focus on supporting clients in their day-to-day decisions, aligning their finances with their life goals, and addressing the emotional aspects of money decisions to create a fulfilling financial journey. Tara and her team provide investment advice and management, tax preparation and 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 they do.