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Rick Lange

Director of Business Development

t: 310.388.0018|

Rick Lange is a Director of Business Development for InnoVise Family Wealth Advisors. In this role, he consults with UHNW clients to develop and implement comprehensive family office solutions, with a focus on those with accounting and financial advisory needs.

Rick Lange is a Director of Business Development for InnoVise Family Wealth Advisors. In this role, he consults with UHNW clients to develop and implement comprehensive family office solutions, with a focus on those with accounting and financial advisory needs.

Rick has nearly 30 years of financial and consultative management experience. Prior to joining InnoVise, he served as Managing Director of Business Development for MGO, a global CPA firm. While there, he consulted with public and private clients on their financial and accounting needs. Rick has previously served in Wealth Advisory and Business Development roles with Comerica Private Bank, Northern Trust, Zion’s Capital Advisors, First Foundation Advisors, and Stonefield Josephson (now Marcum LLP). Rick began his career at KMJ Corbin & Company.

Rick is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), and holds an Accredited Investment Fiduciary (AIF®) designation from Fi360. He previously held his Series 7, Series 24, Series 65, and Series 63 with a California Life Insurance License. Rick received his Bachelor of Arts in Communication from California State University, Fullerton.

Rick is actively involved at his church, with a passion for working with at-risk teens. He’s a two-time cancer survivor and recipient of a life-saving stem cell transplant at the City of Hope, thanks to his twin brother. Rick lives with his wife, Dana, in Anaheim Hills.

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InnoVise Family Wealth Advisors

t: 310-388-0018

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