Becky Rang, Cpwa®, Rma®
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Becky Rang, Cpwa®, Rma® Email & Phone Number

Senior Vice President, Senior Wealth Advisor at Lido Advisors, LLC
Location: Los Angeles Metropolitan Area, United States 5 work roles 3 schools
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Current company
Role
Senior Vice President, Senior Wealth Advisor
Location
Los Angeles Metropolitan Area, United States
Company size

Who is Becky Rang, Cpwa®, Rma®? Overview

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Quick answer

Becky Rang, Cpwa®, Rma® is listed as Senior Vice President, Senior Wealth Advisor at Lido Advisors, LLC, a with 360 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Becky Rang, Cpwa®, Rma®.

Becky Rang, Cpwa®, Rma® previously worked as Private Wealth Advisor at Avitas Wealth Management and Director Of Client Services at Sunset West Advisors. Becky Rang, Cpwa®, Rma® holds Cpwa®, Wealth Management Theory & Practice from Yale School Of Management.

Company email context

Email format at Lido Advisors, LLC

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Lido Advisors, LLC

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Profile bio

About Becky Rang, Cpwa®, Rma®

Providing customized wealth management services with an empathetic, holistic approach. Partnering with families, executives and successful entrepreneurs to help achieve their goals and plan for their legacies through financial planning strategies, charitable giving and investment solutions.

Current workplace

Becky Rang, Cpwa®, Rma®'s current company

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Lido Advisors, LLC
Lido Advisors, Llc
Senior Vice President, Senior Wealth Advisor
Los Angeles, CA, US
Employees
360
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5 roles

Becky Rang, Cpwa®, Rma® work experience

A career timeline built from the work history available for this profile.

Director Of Client Services

Beverly Hills, California, United States

Dec 2018 - Feb 2021

Company Owner

Bng, Inc.

Los Angeles, California, United States

Provided onsite and remote financial services to RIAs. Worked in tandem with multiple advisors in managing and growing their client base as well as establishing and supporting firm operations including CRM administration, financial planning and portfolio reporting.

Sep 2006 - Nov 2018

Lead Underwriter

Lawyers Mutual California

Burbank, California, United States

Licensed Property & Casualty agent providing guidance to legal professionals and law firms.

Jun 1994 - Mar 2006
Team & coworkers

Colleagues at Lido Advisors, LLC

Other employees you can reach at lidoadvisors.com. View company contacts for 360 employees →

3 education records

Becky Rang, Cpwa®, Rma® education

Business Administration And Management, General

Activities and Societies: 4.0 GPA, National Dean's List

FAQ

Frequently asked questions about Becky Rang, Cpwa®, Rma®

Quick answers generated from the profile data available on this page.

What company does Becky Rang, Cpwa®, Rma® work for?

Becky Rang, Cpwa®, Rma® works for Lido Advisors, LLC.

What is Becky Rang, Cpwa®, Rma®'s role at Lido Advisors, LLC?

Becky Rang, Cpwa®, Rma® is listed as Senior Vice President, Senior Wealth Advisor at Lido Advisors, LLC.

Where is Becky Rang, Cpwa®, Rma® based?

Becky Rang, Cpwa®, Rma® is based in Los Angeles Metropolitan Area, United States while working with Lido Advisors, LLC.

What companies has Becky Rang, Cpwa®, Rma® worked for?

Becky Rang, Cpwa®, Rma® has worked for Lido Advisors, Llc, Avitas Wealth Management, Sunset West Advisors, Bng, Inc., and Lawyers Mutual California.

Who are Becky Rang, Cpwa®, Rma®'s colleagues at Lido Advisors, LLC?

Becky Rang, Cpwa®, Rma®'s colleagues at Lido Advisors, LLC include Dalton Downer, Yianni Haralambous, J.D., Cfp®, Mtwm, Jon Jewitt, Cfa, Tony Mastrogiorgio, and John Bute.

How can I contact Becky Rang, Cpwa®, Rma®?

You can use AeroLeads to view verified contact signals for Becky Rang, Cpwa®, Rma® at Lido Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Becky Rang, Cpwa®, Rma® attend?

Becky Rang, Cpwa®, Rma® holds Cpwa®, Wealth Management Theory & Practice from Yale School Of Management.

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