Practice Management Client
I'm Tara Unverzagt. I'm President of South Bay Financial Partners. We're located in Torrance, California, in the L.A. area. I started my business in 2014, as my family business was starting to close down after I had been working there for over 25 years. I decided in my new business I wanted to focus on 20- to 35-year-olds, but then when the family business closed down, I ended up importing a lot of clients who are in the 70- to 95 range, and I had to figure out how to bring these two groups together and have a successful business going forward.
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