FINANCIAL PLANNING •
WEALTH MANAGMENT •
FEE-BASED •

23564 CALABASAS ROAD
SUITE 206W
CALABASAS, CA 91302
818.222.4773
INFO@CCMIPLAN.COM

 

 

FINANCIAL PLANNING •
WEALTH MANAGMENT •
FEE-BASED •

23564 CALABASAS ROAD
SUITE 206W
CALABASAS, CA 91302
818.222.4773
INFO@CCMIPLAN.COM

 

Welcome to Critical Capital Management, Inc.
There is a good chance you are visiting our website because you have suddenly received a financial windfall or realize you need help securing your present wealth.
 
An inheritance, death of a spouse, divorce, insurance settlement, retirement, sale of a business, a stock option windfall are all reasons to plan carefully.

We invite you to view our Introduction video of CRITICAL CAPITAL. Click here to view.

   

 

Alan B. Ungar CFP®

CRITICAL CAPITAL MANAGEMENT, INC.
GRIEF RECOVERY SPECIALIST
SUDDEN MONEY ADVISOR

 

Brad Baumann CFP®

CRITICAL CAPITAL MANAGEMENT, INC.
VICE PRESIDENT

CERTIFIED FINANCIAL PLANNER™

There is a good chance you are visiting our website because you have suddenly received a financial windfall or realize you need help securing your present wealth.
 
An inheritance, death of a spouse, divorce, insurance settlement, retirement, sale of a business, a stock option windfall are all reasons to plan carefully.

We invite you to view our Introduction video of CRITICAL CAPITAL. Click here to view.

   

 

Alan B. Ungar CFP®

CRITICAL CAPITAL MANAGEMENT, INC.
GRIEF RECOVERY SPECIALIST
SUDDEN MONEY ADVISOR

 

Brad Baumann CFP®

CRITICAL CAPITAL MANAGEMENT, INC.
VICE PRESIDENT

CERTIFIED FINANCIAL PLANNER™

Announcements
  • We've recently added video for viewing. Click here to play the introduction video of CRITICAL CAPITAL MANAGEMENT, INC.
     
  • Click here for our Firm Profile
  • We've recently added video for viewing. Click here to play the introduction video of CRITICAL CAPITAL MANAGEMENT, INC.
     
  • Click here for our Firm Profile
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