AdvisorFind

Fast Find

Advanced Find

Background checks

AdvisorFind from myStockOptions.com

Elite Listing

Contact this advisor

Alan Ungar CFP
Critical Capital Management Inc.
http://www.ccmiplan.com

Location:

Calabasas, CA, 91302

Experience:

30+ years of experience

Minimum portfolio requirement
(including stock grants):

At least $1,000,000

Credentials/Education:

CFP: Certified Financial Planner
MBA: Master of Business Administration

Fee structure(s):

Fee only

Services offered:

Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding

Practice and Approach

We are a comprehensive financial planning practice with over 30 years experience. We specialze in working with people who are in transition because of stock-option choices, retirement, loss of a loved one etc. Harper Collins published our book "Your Employee Stock Options: A User Guide"

Please read the terms and conditions of the service before continuing.

Contact this advisor