A Fork in the Road

Tara Unverzagt, CFP®, MBA , IRS RTRP/CTEC RTRP, first explored financial planning as a young girl growing up with a mom who became a financial planner in the 1970s before the career even existed. Today, she runs her own firm, South Bay Financial Partners.

Tara follows her mother in breaking new ground by helping expand the future of financial advice with the Financial Therapy Association. She deals not just with the numbers but also the fear, shame, anxiety behind the numbers that prevent you from being your best.

Justin Waller, CFP®, ran his first financial projection at the ripe age of 11 when trying to show his father the financial benefits of quitting smoking. While unsuccessful in his attempt, it was the first step on a long journey towards founding his own fee-for-service financial planning firm, Waller Financial Coaching. Justin enjoys working with active people who see their money as a means to do more with their lives.

Whether you are involved in sports, like to travel, want to contribute your time to charitable organizations or are an involved grandparent, he helps make those things financially possible.