Chad Lange, CFP®, joined Donaldson Capital Management as Lead Financial Planner – Team Lead in September 2021. In his role, he is responsible for elevating the financial planning competency and client experience at DCM. In collaboration with the Director of Financial Planning and our team of Investment Advisors, he helps clients look at a broader picture beyond their investments to enable clients to live a life of financial freedom.
Chad graduated from the University of Georgia in 2000 with a bachelor’s degree in Finance. After graduation, he started his career in the financial services industry with ever-increasing roles at AIM Systems and Highland Capital Brokerage. Most recently, Chad was the head of financial planning at Merit Financial Advisors.
Chad has worked with financial advisors throughout his career to create, implement, and maintain comprehensive financial plans for clients in all stages of their financial journeys. Chad takes great pride in helping clients achieve their personal and professional goals by developing and presenting cash flow, income and tax, investment, risk management and insurance, retirement, and estate planning strategies to fit their specific needs and wants.
In February 2004, Chad completed the CFP® Board’s requirements for certification and is a CERTIFIED FINANCIAL PLANNER™ professional.
Chad and his wife, Brooke, reside in Georgia with their son Ben. Chad enjoys spending time with his family, playing guitar, and cheering on the Georgia Bulldogs in his free time.