Amy Lange

My Local List

  • Favorite Event: AVP Manhattan Beach Open
  • Favorite Brunch: Martha’s Hermosa Beach
  • Favorite Happy Hour: Vista Hermosa Beach
  • Favorite Run: MB Hometown Fair 10K

Amy Lange is a partner and wealth advisor at Cerity Partners with 32 years of experience in financial management. She is a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER®. A South Bay resident, she has volunteered for local PTAs, led two Girl Scout troops and served on the boards of the National Charity League and National League of Young Men. She currently serves on the board of Angel City Sports, supporting athletes with physical disabilities. 

Why did you make financial empowerment for women a key focus of your practice?

I’m part of that “sandwich generation,” caring for both adolescent children and aging parents. This gives me a deep appreciation for the balancing act so many women face when juggling multiple financial responsibilities. It’s also one of the reasons I’m so passionate about our new women’s initiative at Cerity Partners. We’re creating a space where women can talk openly about these challenges, gain confidence in their financial decisions and build strategies that truly reflect the realities of their lives. 

What unique financial challenges do women face that are different from men? 

Longer life expectancies mean women must plan for longer retirements, often with fewer accumulated assets due to career breaks for caregiving or part-time work. Pay gaps and the responsibility of balancing children, parents and careers also affect wealth building. Beyond the numbers, many women tell us they’ve been left out of financial conversations altogether. 

At Cerity Partners, our women’s wealth initiative is designed to change that dynamic. We launched this program to address the unique financial challenges and opportunities that women encounter throughout different stages of life—whether that’s building a career, raising a family, navigating life transitions, or planning for retirement or a legacy. We create a space where women can ask questions without judgment, receive clear explanations and engage in financial planning that reflects the realities of their lives. We focus on education, building confidence and strategies that align with each client’s goals and values, empowering women to take full ownership of their financial future. 

What do you want potential female clients to know about your practice and approach?

We understand that women often approach money differently, and we strive to guide them through listening, empathy and building strategies that reflect their lives, values and goals. We have guided women through many stages in their lives—career transitions, liquidity events, caregiving, divorce, widowhood—and bring both expertise and compassion to those pivotal moments. We offer the personal connection of a boutique practice backed by the resources of a national firm. Because of our scale, our clients benefit from access to private markets at favorable fees, institutional-level research, top-tier managers and a breadth of planning resources that smaller practices can’t provide.

Share an example of how you helped a client overcome a significant financial challenge.

One client I work with had always relied on her husband to manage their financial life. While she attended our meetings, she was mostly focused on family, philanthropy and lifestyle decisions. When he was diagnosed with Alzheimer’s, she suddenly had to take over their investments, estate planning, taxes and real estate holdings. I helped her step into that role by educating her on their investments, re-evaluating their estate plan, and serving as a liaison between her and her accountant and real estate investment advisors. Watching her transform from uncertain and anxious to confident and fully in control of her family’s financial future has been incredibly rewarding.

How did your past influence your journey?

Growing up, I was inspired by my great-grandfather, who served as the president of a bank in Central Illinois. He often shared stories of the Great Depression—what it meant for the stock market, the economy and the people who lived through it. He’d hand me stocks to track in the newspaper, and we’d discuss what I learned. Those early conversations sparked my fascination with investing and led me to study finance and economics in college and grad school. Coupled with my passion for helping people, that foundation naturally guided me into a career in wealth management. 

Disclaimer: Cerity Partners LLC (“Cerity Partners”) is an SEC-registered investment adviser with multiple offices throughout the United States. For additional information about Cerity Partners, including fees, conflicts of interest, and services, review our Form CRS and ADV Part 2A at ceritypartners.com. ©2025 Cerity Partners LLC. All Rights Reserved.

Photographed by Fabien & Laura Castro