Abacus Wealth Partners is a leading national provider of comprehensive financial planning, investment management and wealth management services. As a result of this merger, Critical Capital clients will have access to a broader array of services. At the same time, Abacus clients will benefit from the stock options expertise of Critical Capital Management’s founder, Alan Ungar, CFP®.
If you’re a Critical Capital client, your relationship to Alan and his team will not change. All of our contact information will also remain the same, and we will continue to work out of our Westlake Village office.
Over two decades ago, our co-founder Spencer Sherman ran into a burning building to save his client files. While we’ve now made it a policy to avoid physical danger, our devotion to our clients is unchanged. Read our story
The reason I got into this profession: I was lucky. My parents were frugal and taught me the value of a dollar early in life. My childhood friend Jennifer wasn't so fortunate—she wasn't taught that those “starter” credit cards in college were bad news. She got in the habit of…