South Bay Financial Partners - Torrance, California

Eric Ness

This year my wife and I signed up to work through SBFP's Fresh Start program. We wanted to work with a team that could not only help us understand the dollars and cents but what motivated our money decisions. Working through all the areas of our finances like cash flow, investments and goals with Tara and Mary Ann was a great experience. My wife and I understand how each of us approaches money and can talk through decisions in a more constructive way now. In addition to this, we've got our ducks in a row and have a concrete plan for moving forward. I recommend SBFP for any couples who want to create an approach to money that they can both be happy with.

Lennox Armstrong

My wife and I were looking for a company to manage our portfolio. What we found in South Bay Financial Planners is that and so much more.

They listened and asked questions, they got to know us. They gave us tools and taught us how to use them. They've helped us in our personal and professional lives. My wife and I are now a better team, we have a plan and we have help to implement. We’re healthier, overall, as a result.

My dad was a tool salesman. His mottos were: a person without tools is nothing; and there's a right tool for every job. South Bay Financial Partners is a great tool for anyone seeking financial advice. Peace of mind is priceless. So too is South Bay Financial Planners.

Tracy Allen

Tara and team helped my husband and I really understand our finances, how to communicate with each other about money and goal set for our family's future. I highly recommend coaching and financial services South Bay Financial Partners offers.

Gloria Robertson

I participated in a budgeting workshop and have used their YAFL (Your Amazing Financial Life) membership. The services were both amazing! I learned so much about budgeting, my questions were thoroughly answered, and the financial coaches were very knowledgeable. Everyone I interacted with was so kind and genuinely cared about me and my situation. I definitely plan to continue using the services they offer in the future.

GRACE FAMILY WE PUT GOD FRIST