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Rick Lange, CFP®

Rick Lange, CFP®

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Executive Director of Business Development @ Grant, Genovese & Baratta, LLP Executive Director | Corporate and M&A | Commercial Real Estate Transactions | Grant, Genovese & Baratta, LLP
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Education

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California State University, Fullerton

BA, Communications 1986-01-01 - 1993-01-01
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Servite High School

, 1982-01-01 - 1986-01-01

Work Experience

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Grant, Genovese & Baratta, LLP

Current

Grant, Genovese & Baratta, LLP

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Project Transition

Current

Project Transition

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Manhattan West

2023-08-01 - 2024-05-01

Manhattan West

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TruSyft

2023-04-01 - 2024-04-01

TruSyft

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InnoVise Family Wealth Advisors

2022-04-01 - 2023-05-01

InnoVise Family Wealth Advisors

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MGO (Macias Gini & O'Connell LLP)

2021-01-01 - 2022-04-01

MGO (Macias Gini & O'Connell LLP)

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MGO- Irvine Office

2019-12-01 - 2021-01-01

MGO- Irvine Office

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NCH Tax & Wealth

2019-08-01 - 2019-12-01

NCH Tax & Wealth

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Comerica Bank

2017-08-01 - 2018-07-01

Comerica Bank

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Northern Trust Wealth Management

2015-07-01 - 2017-01-01

Northern Trust Wealth Management

Skills

Performance Monitoring Presentations Sales Execution Key Accounts Wealth Accumulation New Business Development Asset Allocation Retirement Planning Relationship Development Inspiration Networking Business Relationship Management Relationship Building Strategic Business Advice Corporate Advisory Creativity and Innovation Investments Entrepreneurship Finance Business Development

Summary

Two-time cancer survivor: Stage 2 Hodgkin's lymphoma at 21 and Stage 4 Mantle cell lymphoma at 42. With 30 years of experience in financial services, I specialize in working with affluent and high-net-worth families to create tailored financial plans that align with each client’s specific goals and objectives, focusing on asset growth, preservation, and transfer of assets. #innovation#creativity#macromarket#strategy

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