Range’s Post

Danielle Alcide, CFP®, MBA joined Range in 2022 as one of our first in-house financial planners. Today she's a Senior Financial Planner helping lead a team that's grown to nearly 30 advisors, and along the way, she's helped shape the AI-assisted workflows, product decisions, and career paths that make planning at Range different. A few things she says set it apart: → Planners shape the product. Ideas go from pitch to shipped feature in days or weeks, not years. → AI does the heavy lifting. Our AI wealth manager, Rai, handles research and meeting prep so planners can focus on judgment and conversation. → The career path isn't linear. Danielle went from individual contributor to team lead without ever stepping away from client work. → The mission is access. A flat-fee model means high-quality planning reaches far more people than a traditional firm can serve. Read her full story: https://lnkd.in/eFcuh7xk We're growing our financial planning team. If this is the kind of work you want to be doing, we'd love to hear from you → range.com/public/careers