Rick Lange

Rick Lange is a two-time cancer survivor and a seasoned strategic business development executive with over 40 years of experience. He has a proven track record serving private equity firms, family offices, wealth management firms, high-growth companies, CPA and law firms, banks, and tax and estate planning firms. Known for his exceptional communication and relational approach, Rick excels in serving ultra-high-net-worth individuals and families, focusing on tax and estate planning, real estate opportunities, and high-growth technology companies. His creative problem-solving and strategic innovation skills make him a valuable connector and advisor. Rick holds Series 7, Series 65, and Series 63 licenses, a California Life Insurance License, and is a Certified Financial Planner. He has a BA in Communications from California State University, Fullerton, and enjoys spending time with his family.