Providence Wealth Planning announced on Monday, June 29, 2026 that Eric Johnson, AIF® is joining their wealth management firm, which provides securities and investment advisory services through Osaic Wealth, Inc.
Johnson is making the move from Trilogy Financial Services after serving his clients for more than 12 years and ascending to the position of Vice President. He will continue to operate in the San Diego market, with his new office located in Rancho Bernardo.
At Providence Wealth Planning, Johnson will be surrounded by several familiar faces including company founders Mark and Ian Massey, a father-and-son team who launched Providence in 2016 after leaving Trilogy Financial. A family-run organization, Providence Wealth Planning offers in-depth financial planning services for individuals, families, and small business owners.
“This new partnership is a big step forward for me and my practice,” Johnson said. “Providence’s core values truly resonate with me – Their commitment to exceptional service and family-centric approach align with my vision to offer the very best for my clients and their loved ones. This is a great fit.”
Providence Wealth Planning maintains a nationwide presence with clients, with physical offices in Corona, Mission Viejo, San Diego and the Bay Area. More information about the organization can be found at www.planwithprovidence.com.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.