Tara Tussing Unverzagt
Investment adviser representative at South Bay Financial Partners
34 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$114.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- South Bay Financial PartnersDec 2014 to now
- Tara Unverzagt Financial ServicesJun 1992 to Jan 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, IL, TX).
South Bay Financial Partners
Legal name: South Bay Financial Partners Group, Inc.
$114.8MAssets managed
50Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2630060
- Firm CRD
- 175015