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.


  • 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


  • 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


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.

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