Ted Lange, CFP
FounderI am founder of Senior Life Source and a Certified Financial Planner. I help people with financial literacy so they can live comfortably where they want to, and how they want to.
Biography
Ted Lange “CFP” was born and raised in Nebraska, “Go Big Red!”
Ted is a veteran insurance and securities executive, with nearly 40 years of experience, who founded and led Three successful Omaha, Nebraska companies: Equity Planning and Equity Banking Services, Inc., with financial planners located in 105 Midwest community banks.
From 2001-2006, Ted also served as President and CEO of QA3 a regional broker dealer, overseeing their growth from 5 FINRA registered financial planners to over 600, producing over $100 million in gross revenue.
In 2006 after an especially hard Nebraska winter, Ted cried, “That’s Enough!” Come spring, he retired and moved to Carlsbad to escape the snow. Now that he was warm and cozy, he discovered that retirement was not as exciting as he thought it would be.
Ted’s passion for Financial Planning started him on a new career in 2010. Retirement planning for seniors using Reverse Mortgage products in collaboration with their financial advisors.
Ted serves on the Board of Directors of “Serving Seniors” www.servingseniors.org San Diego’s largest Senior Support Group
Ted’s wife Kim is a partner in Art N Soul on 101 in Encinitas. Art N Soul features a wide range of original art from local artists. Each year the gallery donates its profits to local charities.
