ABOUT PRUDENT FINANCIAL

Mark Lange, AIF, RICP

Mark founded Prudent in 2014. He specializes in working with college executives, retirement plans on
the for-profit side, and retirement distribution strategies for transitioning retirees.

His story:

"My journey to build Prudent started when my dad was given the opportunity to retire and take his pension or a buy out from his company with some additional options. After I finished up the analysis, I realized that the landscape of retirement planning was changing forever. We were leaving the golden age of pensions, and now entering the age of the 401K."

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

Brian Cody, Wealth Manager

In 2017 Brian Cody joined Prudent as a partner. He is an Adjunct Professor at Fairleigh Dickinson University teaching Retirement Planning and Investment Planning for a Certificate Program in Financial Planning, courses that are required to prepare for the CERTIFIED FINANCIAL PLANNER (TM) exam. Brian specializes in working with successful small businesses and non-profit retirement plans, as well as retirement distribution planning.

His story:

"I believe there's brilliance in simplicity. Every investor should understand the underlying investment strategy before they make the commitment. This allows the investor to properly respond when things don't go as planned. When I am done with a financial plan and an investment strategy, I always revisit it
to ensure we have honored this principle."

Credentials:

  • Union College, Masters in Mechanical Engineering
  • United States Merchant Marine Academy, BS in Marine Engineering Systems Design
Cody, Brian-headshot

WHO WE WORK WITH

When people ask us who and what we are, we often reflect back on why we decided on this career. Simply, it was the desire to help others navigate the perplexing areas of finance in their lives. 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.

We thought it would be helpful to give you an idea of the people who we enjoy applying our areas of expertise with.

Let Us Help You Achieve Your Retirement Goals

Schedule a Free Consultation Today

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Main Office:
549 RT 17, Suite F
Tuxedo Park, NY 10987

845.363.0292

Satellite Office:
14 Ridgedale Ave., Suite 105
Cedar Knolls, NJ 07927

973.867.1345