Providence Wealth Planning

Financial ServicesCalifornia, United States0-1 Employees

At Providence Wealth Planning, we strive to provide exceptional advice to folks who take their finances, their families, and their goals seriously. Our clients are everyday people looking for organization, education, and forward-thinking. They are teachers, CEO’s, engineers, police officers, doctors, lawyers, accountants, flight attendants and executives. Founded by Mark Massey (CLU, ChFC), who is endorsed by Dave Ramsey for investment guidance (Endorsed Local Provider/ELP), Providence Wealth Planning is driven to lead countless individuals and families toward their financial goals by using sound investment, estate and tax planning. Massey and his staff believe in the principles of being good financial stewards, saving and planning for contingencies, building wealth for the future, and then passing wealth efficiently to future generations. Our experienced staff currently is comprised of eight and includes six financial advisors. If you are an advisor looking for a new home, please contact Neida Cox at neida.cox@planwithprovidence.com to discuss a potential interview. Anyone looking for administrative assistant positions, should also contact Neida. The financial consultants at Providence Wealth Planning are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WealthPLAN Partners, a registered investment advisor. WealthPLAN Partners and Providence Wealth Planning are separate entities from LPL Financial.

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