South Bay Financial Partners

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.

📢 🎓 Student loan repayment rules have changed.Major federal changes took effect July 1, including new repayment plans ...
10/08/2026

📢 🎓 Student loan repayment rules have changed.

Major federal changes took effect July 1, including new repayment plans and changes to eligibility for some existing programs. The SAVE plan has also ended following a court order, and affected borrowers are being directed to explore other repayment options.

If you have federal student loans, it’s worth taking a moment to review your current plan and understand how these changes may affect you.

🔗 Read the full overview from Forbes: https://buff.ly/zKPg4Ju

Meet Nina Reeder, Client Services Associate! 👋Nina has been part of the South Bay Financial Partners team since 2018, bu...
10/06/2026

Meet Nina Reeder, Client Services Associate! 👋

Nina has been part of the South Bay Financial Partners team since 2018, building long-standing relationships with clients and helping coordinate their services. Before joining SBFP, Nina worked in customer service and hospitality—experience that taught her the importance of empathy, listening, and finding the information people need.

“Being part of a team that helps clients achieve their financial goals gives real purpose to the work I do every day,” Nina says.

That people-first approach continues to shape how Nina supports our clients today. As she puts it, “I enjoy making sure details are handled, questions are answered, and clients know they have someone looking out for them.”

We’re grateful to have Nina’s attention to detail and supportive approach on our team. 💙

Learn more about our team of financial experts ➡️ https://buff.ly/S9NUUaR

✨ Ready to build a financial plan you’re excited about? ✨In our 6-step FreshStart program, we’ll help you develop a pers...
09/29/2026

✨ Ready to build a financial plan you’re excited about? ✨

In our 6-step FreshStart program, we’ll help you develop a personalized financial roadmap based on your unique goals and life intentions.

👉 Swipe to learn how we’ve thoughtfully designed the pacing and affordability of this program.

🔗 Let’s get started! View our FreshStart Overview to begin ➡️ https://buff.ly/gIF9ixq

09/25/2026

💰🎯Adjusting your spending habits doesn’t have to be forever — it can be just until you reach your goals!

SBFP President Tara Unverzagt explains our outlook on . At South Bay Financial Partners, it’s not about deprivation. It’s about finding the balance between living your best life now and taking care of your future self — so you can feel confident in your future and achieve your longer-term goals and dreams.

🔗 Keep reading our tips for building your financial foundation: https://buff.ly/YevhzqM

💸➡️🏦 Learn how to automate your money into three savings categories to reduce your worrying and spend less time making f...
09/22/2026

💸➡️🏦 Learn how to automate your money into three savings categories to reduce your worrying and spend less time making financial decisions.

In addition to your checking account, which should be reserved for day-to-day expenses, we recommend three savings accounts that you can tap into for various situations:

1️⃣ An emergency fund allows an emergency to be a bump in the road instead of a major setback. This gives you more freedom to save for other opportunities.
2️⃣ An opportunity fund gives you choices.
3️⃣ Asset accumulation allows you to glide through life transitions without problems or incurring debt.

👉 Swipe to learn the basics of these three savings accounts.

🔗 Then, read this article for more guidance on simplifying your financial life: https://buff.ly/jR2shn8

09/17/2026

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

Our 6-step FreshStart program is designed to develop a personalized financial roadmap based on your unique goals and life intentions.

You get individual support to gather and analyze the materials needed to form a realistic and achievable plan. Together, we review your cash flow, benefits, and investments to understand your financial picture and create a customized plan that works for you.

Let’s get started! View our FreshStart Overview to begin ➡️https://www.southbayfinancialpartners.com/wp-content/uploads/2026/09/SouthBayFinancialPartners-FreshStart-Overview.pdf

🌥️ Is anxiety clouding your financial wellness? If so, you’re definitely not alone!Our short Money Mindset Quiz will hel...
09/15/2026

🌥️ Is anxiety clouding your financial wellness? If so, you’re definitely not alone!

Our short Money Mindset Quiz will help you reflect on where you are today — and how you think about the future. 🔗 Gain clarity about your financial wellness with this quick quiz: https://buff.ly/XMdSOdP

🐌 Paper tax returns are facing major processing delays.According to SBFP President Tara Unverzagt, the IRS is currently ...
09/11/2026

🐌 Paper tax returns are facing major processing delays.

According to SBFP President Tara Unverzagt, the IRS is currently 611 days behind on processing paper federal tax returns. While some taxpayers have no choice but to file on paper, there are steps you can take to help protect your information and stay on track with e-filing when possible.

Tara’s advice:

🔐 Create an IRS online account and regularly check for activity you don’t recognize.

🛡️ Get an IRS Identity Protection PIN. This PIN helps prevent someone else from filing a fraudulent return using your Social Security number. Keep it private and share it only with your tax professional when necessary.

📋 Ask your tax professional how they protect your data. Tara recommends asking to see their Written Information Security Plan (WISP), which tax professionals are required by the IRS to have.

As Tara puts it: “If they can't answer or you don't like their answer, get a new tax professional.”

A few simple precautions can go a long way toward protecting your identity and making tax season a little less stressful.

09/03/2026

Women tend to not label themselves investors. Only about 34% of women say they feel comfortable making investment decisions — but when they do, women often outperform men.

🔥 How do financially successful people learn to become good investors? Oftentimes, they find a role model. You can, too!

Find a role model who’s thoughtful, grounded, and financially intentional. Ask them how they think about money. Learn from what’s working in their life, and adapt it to yours.

👉 Keep reading to learn why it’s important for women to embody their roles as investors: 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

💸🤫 For many women, the word “investor” feels off-limits, like a title you only earn once you’ve hit a certain net worth ...
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

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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

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