Alan Blum Ungar

Alan Blum Ungar

| CFP®, MBA

Critical Capital Management

Fee-Only Financial Advisor serving Calabasas, CA area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

23564 Calabasas Road
Suite 206W
Calabasas, CA 91302-1310

Alan Ungar is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Alan B. Ungar is a Certified Financial Planner  with over 33 years of experience. He specializes in working with clients who find themselves in  sudden wealth situations such as an inheritance, divorce, or winning the lottery.  He is also a recognized authority on employee stock options, restricted stock, and employee stock purchase plans.
 
Alan is the co-author of “Your Employee Stock Options” (Harper Business) and “Financial Self Confidence for the Suddenly Single: A Woman’s Guide” (Lowell Press).
He received his BA from Stanford University and his MBA from New York University.
 
Click here for more information: www.ccmiplan.com
 

HOW WE WILL WORK WITH YOU 
 
Our mission is to help  you reach and protect  your “Critical Capital”, the amount of money needed to support  your desired life style forever.  We do this by integrating all aspects of your financial life and working closely with your other professionals to make sure there is a coordinated approach to reaching your goals.
 
Here is our modus operandi:
 
Our first meeting is a  “No-charge”  Discovery Interview, where we can get to know your situation and needs,  and you can learn about our services  This gives us a chance to see if  we can add value and you a chance to see if you want us to.
 
If there is a match, we will analyze your existing portfolio and give you a generic second opinion.  There is no charge for this.
 
If you decide to engage us, we will then create a comprehensive financial plan which will include the following:  
1. A definition of what it will take for you to reach or protect your Critical Capital
2. A strategy for maximizing your Social Security benefits
3. A review of your current estate plan with recommendations
4. A review of all other aspects of the financial part of your life—such as your insurance needs (We do not sell insurance!), educational funding, tax planning and other issues you may want addressed.
         
 We will then help you implement your plan by designing a portfolio tailored to your goals and risk tolerance, manage your portfolio, and coordinate with your other  professionals to help make sure everybody is on the same page.
 
Finally we will provide on-going service by updating your plan on a regular schedule, and being available to you as needed.
 
Our minimum quarterly fee is $2500.