| 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
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| Other Certifications: | BA Stanford MBA NYU |
| Fee structure(s): | Fee only
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| Services offered: | Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
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| 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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