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Alan B. Ungar, CFP®

Critical Capital Management, Inc.

23564 Calabasas Rd
Ste 206W
Calabasas, CA 91302-1339
Phone: (818) 222-4773 x1
Fax: (818) 591-8913

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Job Loss
  • Life Planning
  • Retirement
  • Sudden Wealth

 

How Planner Charges

Considerations: Our Minimum annual fee is $10,000

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.