Alan B. Ungar, CFP
Abacus Wealth Partners
Financial Planner in Thousand Oaks, CA
Address:1435 Ellsworth Ct
Thousand Oaks, CA 91360
About Alan B. Ungar
Alan Ungar is a financial professional at Abacus Wealth Partners located in Thousand Oaks, California. Alan Ungar holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Alan Ungar provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Alan Ungar1435 Ellsworth Ct
Thousand Oaks, CA 91360
Phone Number:
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Website:
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