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Tara Unverzagt
Financial Planner
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Tara Unverzagt
Financial Planner, South Bay Financial Partners
OVERVIEW OF SERVICES
Asset Management, Budgeting, Downsizing and Relocating, Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I find women want to be heard by professionals. Women are the expert in their lives. It's not my job to give answers and advice. Read more...
SPECIALTIES
  • Charitable Planning
  • Family Legacy Planning
  • Family Office Services
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Special Needs Planning
  • Tax Mitigation
  • Tax Preparation
  • Trust Planning
LOCATION
3868 W Carson St
Torrance
California
90503
United States
STATES SERVED:
All 50 States
Virtual Appointments Available