Mr. Lange has 29 years of experience in the financial and professional services industries. Mr. Lange has worked at some of the largest financial institutions, including Dean Witter Reynolds (now Morgan Stanley), Citibank, and Northern Trust, where he delivered high-level solutions to individuals, families, businesses, and foundations. Mr. Lange also spent 14 years in accounting as Director of Business Development at Stonefield Josephson now Marcum, KMJ Corbin & Company, and served as Managing Director at MGO CPA helping to build their service lines, including public and private companies, tax consulting and compliance, along with pre-transaction planning for liquidity events. Mr. Lange joins us from Innovise Family Wealth Advisors, where he worked with UHNW individuals serving to meet their financial and accounting needs.
Mr. Lange earned his Bachelor of Arts Degree in Communications from California State University Fullerton. Mr. Lange has held the Series 7, Series 24, Series 65, Series 63, and the California Life Insurance License. Mr. Lange currently holds a CFP designation and has also held the designations of Certified Wealth Strategist (CWS), Accredited Investment Fiduciary (AIF), and Chartered Financial Consultant (ChFC). Mr. Lange is a two-time cancer survivor and an identical twin. Originally from Southern California, Mr. Lange currently resides in Anaheim Hills and enjoys spending time with his wife, daughters, and three grandsons. In addition, he enjoys working out, men’s Bible study, and mixed martial arts.
