Alan Ungar
Abacus Wealth Partners, LLC
Financial Advisor
Alan Ungar
Abacus Wealth Partners, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Alan Ungar
Fee-Only financial planner located in Westlake Village, CA, serving clients locally and across the country
Meet Alan Ungar
Alan Ungar is a fee-only financial advisor at Abacus Wealth Partners, LLC, located in Westlake Village, CA
Alan Ungar is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Contact Alan Ungar
Office Locations:
-
340 N Westlake Blvd
Ste 160
Westlake Village, CA 91362