Tara Tussing Unverzagt
Tara Tussing Unverzagt
Tara Tussing Unverzagt
South Bay Financial Partners
Tara Tussing Unverzagt

Issues and needs

Relationships/Family, Anxiety, Children and Adolescents, Disability/Ability, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Transgender, Stress, Family conflict, Financial secrets

Occupational specialties

Business Owners, Service industry, Tech, Engineers and Architects, Family Businesses/Family Enterprises

About

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.

Professional Specialty Areas

Issues and needs

Relationships/Family, Anxiety, Children and Adolescents, Disability/Ability, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Transgender, Stress, Family conflict, Financial secrets

Occupational specialties

Business Owners, Service industry, Tech, Engineers and Architects, Family Businesses/Family Enterprises

Languages

English

Religious/Spiritual

Non-Denominational Spiritual, Other Spiritual/Religious Affiliation

Disability/Ability

A learning disability (e.g., ADHD, dyslexia), A temporary impairment due to illness or injury (e.g., broken ankle, surgery)

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual

Racial Identities

First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual, In person

Country

USA

Service Area

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Type of Service

Coaching, Financial Planning, Investment Management, Estate Planning

Practitioner Gender

Female

Fee Structure

Flat fee, Assets under management

Practitioner Designations and Qualifications

Financial Therapy Designations

Certified Financial Therapist Level I - CFT-I™

Mental Health Designations

Financial Designations

Certified Financial Planner

Education

BS in Computer Science from Purdue University, MBA from Pepperdine University

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