South Bay Financial Partners

  • Financial Services
  • Torrance CA
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
3868 W Carson St, 220, Torrance CA
Website
southbayfinancialpartners.com
Employees
3
Founded in
2015
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is South Bay Financial Partners

South Bay Financial Partners is a financial planning firm located in Torrance, California. The company is a small business with four employees and generates an annual revenue of $2.5 million. South Bay Financial Partners specializes in providing flat fee-only financial planning services to a diverse clientele, ranging from individuals to multi-generational families. Their services are designed to help clients navigate various financial transitions and decisions such as college planning, debt management, retirement planning, and investment management. The company emphasizes personalized financial planning tailored to each client's unique values and goals. They stand apart from traditional financial services by offering customized plans rather than "off the shelf" solutions. Clients can expect personalized attention and comprehensive support throughout the financial planning process. For individuals seeking personalized financial guidance, South Bay Financial Partners invites you to visit their website at southbayfinancialpartners.com to schedule a complimentary Introductory Call.

South Bay Financial Partners Industry Tags

Flat Fee Financial Planning
Tax Preparation
Wealth Management
Retirement
College Planning
Insurance Analysis
Estate Planning
Budget Analysis
Cash Flow Analysis
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FAQ

What is the location of South Bay Financial Partners's headquarters?
The headquarters of South Bay Financial Partners are situated at 3868 W Carson St, 220, Torrance CA
What is South Bay Financial Partners's official website?
The official website of South Bay Financial Partners can be found at southbayfinancialpartners.com.
What is South Bay Financial Partners's current revenue?
As of November 2019, South Bay Financial Partners's annual revenue reached $3B.
How many employees does South Bay Financial Partners currently have?
South Bay Financial Partners employs approximately 3+ people as of November 2019
Which industries is South Bay Financial Partners primarily operating in?
South Bay Financial Partners operates in the following industries: Finance, Credit
What are South Bay Financial Partners's industry tags?
South Bay Financial Partners's industry tags include: Flat Fee Financial Planning, Tax Preparation, Wealth Management
When was South Bay Financial Partners founded?
South Bay Financial Partners was founded in 2015.

Employee Directory

Key Employees

Tara Unverzagt

President

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