Tara Unverzagt (BS, CFP®, 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.)

NAPFA Start Date

September 13, 2019

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This Office

3868 W Carson St Suite 220 Torrance, CA 90503-6512 Phone: (310) 792-4189