South Bay Financial Partners

Directions Website

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.

Everyone’s planning will look different—but that doesn't mean you need to start from scratch.This Morningstar, Inc. re...
10/15/2026

Everyone’s planning will look different—but that doesn't mean you need to start from scratch.

This Morningstar, Inc. resource compiles retirement planning insights with Christine Benz, tailored to a variety of unique circumstances.

Single? One-income? Have a child with a disability, or an age gap from your partner? Explore retirement planning insights here: https://buff.ly/sDyCpT5

🎯 For many people, financial success gets framed as a specific number: a net worth, a salary, buying a house, or a mile...
10/13/2026

🎯 For many people, financial success gets framed as a specific number: a net worth, a salary, buying a house, or a milestone like “being a millionaire.” But more money doesn’t automatically lead to more satisfaction. What matters more is whether your financial choices support the life you want to live.

Success might mean feeling less anxious about money, having flexibility in your schedule, or being able to say yes to things that matter to you. When goals are rooted in those outcomes, they’re much easier to stay connected to.

📢 🎓 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.

Address

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

Website

Alerts

Be the first to know and let us send you an email when South Bay Financial Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category