South Bay Financial Partners
South Bay Financial Partners (CRD# 175015) is a financial advisory firm headquartered in Torrance, CA. They manage $120,883,922 in 143 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management121MILLION
Total Number of Accounts143ACCOUNTS
Average Account Value$845,342
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Tara Unverzagt (CRD# 2630060) is an Investment Advisor Representative working at South Bay Financial Partners in Torrance, CA and has 1 year of experience in the finance industry. Tara Unverzagt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.