Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt
Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother\u2014who was one of financial planning\u2019s early pioneers\u2014Tara knew from an early age that she wanted to be a financial planner. She joins us in this episode to share her experience growing up in the field, the valuable lessons she learned from having an advisor as a parent, and how she put her own twist on financial planning to do things differently.\xa0
You can find show notes and more information by clicking here:\xa0https://www.xyplanningnetwork.com/210\xa0