Tara Unverzagt (BS, CFP®, CFT-I, CTEC, MBA, RTRP)

Tara Unverzagt focuses in the
following client markets or areas of practice:
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
NAPFA Start Date
September 13, 2019