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South Bay Financial Partners

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Torrance, CA
South Bay Financial Partners

South Bay Financial Partners provides flat fee only financial planning to help you reduce stress and be confident in your own unique financial future.

We bring 20+ years of experience working with over a hundred people in various stages of life and various financial situations. Everyone from the young family planning for college to families dealing with the final months of the matriarch’s life. I've added hours to my FB page, but if you call, I'll probably pick up the phone most any time. So if you'd like to chat, please call.

08/27/2026

💸🤫 For many women, the word “investor” feels off-limits, like a title you only earn once you’ve hit a certain net worth or cracked some secret financial code. But in reality, investing is already woven into your life. You may have invested in your education, your health, your family, your career — or all of the above.

To embody your role as an investor, SBFP president Tara Unverzagt recommends a simple thought exercise.

💭 Finish the sentence: “I am the kind of investor who _.”

Now, read on to discover the next step in thinking like an investor: https://www.southbayfinancialpartners.com/investing-for-women-why-youre-more-ready-than-you-think/?utm_medium=social&utm_source=facebook&utm_campaign=content&utm_content=blog

08/20/2026

Who is financial therapy for?

Talking with a can help you through many different things:
✔️ Anxiety about money
✔️ Changing money habits
✔️ Major life transitions

Simply put, is a process that helps people think, feel, communicate, and behave differently with money to improve their overall well-being, including their mental health, relationships, and financial status.

Learn more about financial therapy and explore our services: https://www.southbayfinancialpartners.com/financial-therapy/?utm_medium=social&utm_source=facebook&utm_campaign=content&utm_content=therapy

08/18/2026

💙 One of the most meaningful gifts you can give your loved ones is making your wishes easy to find.

Imagine, for a moment, that something unexpected happened tomorrow. Would your family know where to find your will? Could they access your insurance information? Would they know who to call or where your accounts are held?

You don't have to create the perfect filing system overnight. Even gathering your most important documents in one secure location—and letting someone you trust know where they are—can save your loved ones hours of searching and uncertainty during an already difficult time.

👉 Swipe through for a simple checklist to help you get started.

08/12/2026

Estate planning doesn't have to start with a will.

One of the easiest, most impactful things you can do today is review the beneficiary designations on your retirement accounts, life insurance, and other financial accounts.

As Unverzagt shares in this video, these simple updates can make a world of difference for the people you love. You don't have to do everything at once—just take the first step.

🔗 Read more simple ways to start planning ahead: https://www.southbayfinancialpartners.com/family-preparedness-series-how-to-prepare-your-family-before-youre-gone/?utm_medium=social&utm_source=facebook&utm_campaign=content&utm_content=blog

08/06/2026

✨ It’s never too late for a FreshStart. ✨

Our FreshStart program is designed to meet you where you are — no judgment, just expert guidance at your pace. Together, we’ll progress through a proven six-step process to create a roadmap for your financial future:

1️⃣ Discovery
2️⃣ Cash Flow
3️⃣ Benefits & Investments
4️⃣ Life Planning
5️⃣ Goal Setting
6️⃣ Plan Delivery

We tackle these topics at your pace, meeting as many times as you need. Most clients complete FreshStart in 8 to 12 months.

➡️ Let’s get started! Book a complimentary intro session to talk with one of our experienced planners: https://buff.ly/IGptW2c

08/04/2026

💭💸 How far into the future do you naturally think when it comes to money?

Behavioral economist Sarah Newcomb explores the concept of a mental time horizon—the point where your picture of the future becomes fuzzy. Her research found that people who regularly think 10 or more years ahead tend to have stronger financial health, regardless of income.

"A plan that changes is better than no plan at all,” she writes in the Morningstar, Inc. article.

🌅 At South Bay Financial Partners, we work with clients to develop a meaningful vision of the future, to move from anxiety to making intentional decisions that support their unique goals, values, and dreams.

📖 Read “Investing with a Mental Time Horizon” to learn how expanding your view of the future can help shape better financial habits: https://www.morningstar.com/financial-advisors/investing-with-mental-time-horizon

07/30/2026

When someone you love dies, it's natural to feel like you need to jump into "take care of everything" mode.

But before you dive into the logistics, remember this: grief changes the way your brain works. In the days and weeks after a loss, it's normal to feel overwhelmed, forgetful, or unable to think as clearly as you usually do.

That's why SBFP President Tara Unverzagt encourages her clients to get support before tackling the paperwork and financial decisions.

💬 "My first concern is supporting you and taking care of you. You have a lot going on in your brain, and it's helpful to have someone help you organize those thoughts."

You don't have to navigate those first steps alone.

🔗 Read our guide to navigating the financial and emotional realities after the loss of a loved one: https://www.southbayfinancialpartners.com/what-to-do-when-a-loved-one-passes-away/?utm_medium=social&utm_source=facebook&utm_campaign=content&utm_content=blog

07/23/2026

How does grief affect financial decision-making? What advice do we give clients during this time?

When someone you love dies, it's normal to feel scattered, forgetful, overwhelmed, or unable to think as clearly as you usually do. Our best advice is to call in support before jumping into decision-making.

As SBFP President Tara Unverzagt shares in this clip, sometimes the most helpful first step is simply asking someone to be with you. An “accountability buddy” can help relieve some emotional weight, reflect a balanced perspective, or even help you take notes, ask questions, and stay organized.

You don't have to have all the answers. You don't have to do it alone.

🔗 Read our guide to navigating the financial and emotional realities after the loss of a loved one: https://www.southbayfinancialpartners.com/what-to-do-when-a-loved-one-passes-away/?utm_medium=social&utm_source=facebook&utm_campaign=content&utm_content=blog

07/17/2026

Losing someone you love is one of life's most difficult experiences. Along with the emotional weight of grief comes a long list of practical responsibilities: phone calls to make, paperwork to complete, and financial decisions to consider.

It can feel overwhelming, especially when you're expected to navigate unfamiliar legal and financial processes while coping with a profound loss.

The good news is that you don't have to figure everything out all at once. 💙

SBFP President and Certified Financial Planner Tara Unverzagt has helped many individuals and families navigate the financial and emotional realities that follow the loss of a loved one. Drawing on extensive experience in financial planning and financial therapy, her approach recognizes that grief affects more than your finances; it affects the way you think, make decisions, and care for yourself.

🔗 Read our guide on navigating finances and emotions after a loved one has passed: https://www.southbayfinancialpartners.com/what-to-do-when-a-loved-one-passes-away/?utm_medium=social&utm_source=facebook&utm_campaign=content&utm_content=blog

07/13/2026

Even highly successful businesses can encounter obstacles during the sales process. In many cases, those obstacles aren’t related to revenue, profitability, or market position. Instead, they stem from unresolved legal, ownership, or governance issues that surface during buyer due diligence.

In our latest article, three experts explore the personal, operational, and legal dimensions of business succession. Jim Black, Co-Founder and Managing Partner at ImpactGC, shares from a legal team’s perspective why owners should address potential issues long before a buyer discovers them.

“Nothing will kill a company sale faster than a dispute over who owns it,” says Black.

👉 Read the full article to hear from all three experts, including SBFP’s Tara Unverzagt and Big Path Capital’s Michael Whelchel, on how financial, operational, and legal advisors work together to support a successful transition: https://www.southbayfinancialpartners.com/how-to-build-the-right-team-for-a-successful-business-sale/?utm_medium=social&utm_source=facebook&utm_campaign=content&utm_content=blog

Address

21515 Hawthorne Boulevard, Suite 200
Torrance, CA
90503

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.southbayfinancialpartners.com/

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