ABOUT PRUDENT FINANCIAL

Mark Lange, AIF, RICP

I am a financial planner for clients retiring in Sparta, New Jersey and across the country. I help people who are 5-10 years away looking to transition to retirement. My role is to come up with a retirement income plan and a strategy for transitioning from work to retirement.

My journey helping people retire began when my dad was given the opportunity to retire and take his pension or a buy out from his company. I realized how overwhelming it can be, being faced with so many decisions and a lack of clear explanation.

I am a speaker through SOFA, a non profit focused on financial education.

I am an avid golfer and live in Sparta, New Jersey, with my long-time partner Franca, and our cat and dog.

Credentials:

  • Accredited Investment Fiduciary (AlF) designation
  • Retirement Income Certified Professional (RICP) designation
  • Chartered Retirement Plan Specialist designation (CRPS)
  • Chartered Retirement Planning Counselor designation (CRPC)
  • Upsala College, Business Administration and Finance
  • Accredited Wealth Management Advisor

Disclosures:

  • CRPC designation conferred by College for Financial Planning.
  • CRPS designation conferred by College of Financial Planning.
  • RICP designation conferred by The American College.
  • AWMA Designation conferred by College for Financial Planning

WHO WE WORK WITH

We are retirement planners. Through the years, we realized we had some groups of people we were natural fits with. The unique aspects attached to their situations allowed us to become well versed in the challenges they faced and be the retirement planners they needed.

Let Us Help You Achieve Your Retirement Goals

Schedule a Free Consultation With Our Retirement Planners

Check the background of investment professionals associated with this site on FINRA's Brokercheck

PrivacyTerms of ServiceDisclaimers

© 2024 Prudent Financial Advisors
Website Design by Wise Owl Marketing

Main Office:
147 Glenside Trail
Sparta, NJ 07871

845.363.0292