Alan B. Ungar,  CFP<sup>&reg;</sup> - Financial Advisor

Alan B. Ungar, CFP®

Abacus Wealth Partners.

1435 Ellsworth Ct
Thousand Oaks, CA 91360
(818) 222-4773


Alan Ungar is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Abacus Wealth Partners. in Thousand Oaks, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - MBA, Sudden Money Advisor,Certified Grief Recovery

Insurance Licenses

  • Fixed annuities: CA, NY, TX, OR, WA

Financial Advisor's Specialties

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


Helpful Financial Planning Resources