818.222.4773
340 N. WESTLAKE BLVD.
SUITE 160
WESTLAKE VILLAGE, CA 91362

 

 

 

 

 

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.
 
Please feel free to explore our website using the links above and to the left, and don't hesitate to contact us should you have any questions. We're more than happy to help!
 

Alan B. Ungar CFP® MBA
CERTIFIED FINANCIAL PLANNER™

GRIEF RECOVERY SPECIALIST

alan@ccmiplan.com

  View Alan Ungar's profile on LinkedIn

 


 

  

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It's Your Future. Plan It!®
Get the facts about financial planning and choosing a financial planner. Visit CFP Board at 
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