Rick Lange has joined Hall & Company as Director of Business Development. Before joining Hall & Co. , Rick worked with Comerica Private Bank and Northern Trust as Senior Wealth Advisor & Strategist. Rick has delivered services to individuals, families, corporations, and foundations in California.
Rick has over 25 years of financial and consultative management. Moreover, Rick spent 11 years as head of business development with Stonefield Josephson, now Marcum LLP, and KMJ Corbin & Company LLP.
Rick is a two-time cancer survivor who received a stem cell transplant from his twin brother at City Hope.
Rick received his Bachelor of Arts in Communication from CSUF. He holds a Series 7, Series 65, and Series 63 with a California Life Insurance License.
He also maintains a Certified Wealth Strategist (CWS) designation from Cannon Financial in addition to an Accredited Investment Fiduciary, (AIF), from Fi 360. Rick is also a Certified Financial Planner (CFP), and a Chartered Financial Consultant (ChFC).
Fishing, Bible Study, Golf and Working out.
111 Pacifica, Suite 300
Irvine, CA 92618-3705
Phone: 949-910-HALL (4255) ext. 254
Direct: (949) 202-5092