Tara Tussing Unverzagt
President @South Bay Financial Partners
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WORK HISTORY
President @South Bay Financial Partners
I\'m in the business of helping people get the most out of their money and eliminating the worry in their financial life. Whether saving on taxes, getting the best returns on investments or helping meet day to day needs and reducing worry. Financial security is a balancing act, not just \"the bottom line\". And most importantly, I help you develop the stories you tell yourself everyday that will help you prosper.I can help you with personal, expert financial assistance, investment advice, and tax planning for a financially stable future. I feel it\'s important to help young adults, who are just getting started, find the right path to ensure a stable financial future. Areas as simple as \"how to pay your bills and save for the future\" to as complicated as \"living while starting up a new company\". I assist parents navigating college expenses and retirement planning while helping their parents successfully get through their golden years. With over 20 years experience assisting clients, I\'ve helped people from young adults through clients planning generation wealth transfer. I feel it\'s important to use an integrated approach to personal finances, investments, and tax planning; they all depend on each other.MBA, Certified Financial Planner, Investment Advisor Representative, Registered Tax Return PreparerFormerly known as Tara Unverzagt Financial Services.
EDUCATION
Pepperdine Graziadio Business School
Master of Business Administration (M.B.A.)
Pepperdine University
Master of Business Administration - MBA
College of Financial Planning
CFP
Purdue University
Bachelor's Degree, Computer Sciencce, Systems
ABOUT TARA TUSSING UNVERZAGT
As a financial planner, I guide people to financial independence. Life is full of…
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