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Alan Ungar CFP
Abacus Wealth Partners
Alan Ungar  CFP
Location:Westlake Village, CA, 91362
Experience:37+ 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
Other Certifications:BA Stanford MBA NYU
Fee structure(s):Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Practice and Approach

Abacus Wealth Partners is a "fee only" comprehensive financial planning firm. Mr. Ungar is a CFP with over 37 years experience. He is the Co-Author of "Your Employee Stock Options:A User Friedly Guide To:
Deciding when to Exercise Your Optrions
Building a Foundation for Financial Freedome
Protecting Against Downside Risk without losing upside potential" Harper Collins
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