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).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $845,342
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at South Bay Financial Partners
Showing 1 - 1 of 1 top financial advisors.
1
Tara T. Unverzagt
CRD#: 2630060
21515 Hawthorne Blvd, Suite 200, Torrance, CA 90503
90
Wealthminder
score

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.

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