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Unverzagt
Tara Tussing Unverzagt
South Bay Financial Partners
Screen Shot 2019-12-19 at 6.37.24 PM - Tara Tussing Unverzagt

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21515 Hawthorne Blvd, Suite 200, Torrance, CA 90503

Issues and needs

Relationships/Family, Anxiety, Retirement, 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

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.

Professional Specialty Areas

Issues and needs

Relationships/Family, Anxiety, Retirement, 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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