Team

Angella Pizarro-Mori

Business Operations Manager

Angella joined the Providence Wealth Planning team in 2025, bringing several years of experience in financial operations and advisor transitions. In her role as a Business Solutions Specialist, Angella collaborates with our advisor...

Ian Massey, AIF

Vice President of Wealth Planning, CFO

(714) 464-8011

(951) 346-4040

ian.massey@planwithprovidence.com

After starting his career as a financial advisor back in 2013, Ian Massey co-founded Providence Wealth Planning in 2016. He now serves as firm’s CFO, while faithfully servicing his clients as their financial advisor.In 2021, Ian earned...

Joel Kessler

Customer Service Associate

951-465-6413

joel.kessler@planwithprovidence.com

Joel joined the Providence Wealth Planning family in 2025. The term “People Person” gets thrown around a lot these days but if there was ever a phrase to describe Joel, this would have to be it. His greatest passion is helping the team...

Kyle Massey, CFP® CRPC®

Managing Partner | Wealth Advisor

650-944-9022

951-346-4040

kyle.massey@provplan.com

Kyle Massey joined Providence Wealth Planning in 2025 following 20 years of experience as both an advisor and branch manager. He chose a career in wealth management after discovering a deep curiosity for behavioral finance at a young...

Mark Massey, CLU, ChFC

President and CEO

(951) 465-6401

(951) 346-4040

mark.massey@planwithprovidence.com

Mark Massey has over 30 years of experience in the financial services industry. He has earned distinctions as a Certified Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and as a Dave Ramsey SmartVestor Professional....

Paul Leone

Wealth Advisor

(951) 465-6408

paul.leone@planwithprovidence.com

Paul Leone joined the Providence Wealth Planning team in 2016 as a Wealth Advisor. With advisory experience that dates back to 1990, Paul is a trusted resource to his clients. At MetLife Resources, Trilogy Financial, and now today at...

Rick Higbee

Vice President- Wealth Planning

951-465-6405

richard.higbee@provplan.com

As a Vice President of Wealth Planning with Providence Wealth Planning, Rick Higbee works with individuals, families and small business owners, helping them pursue their most important financial goals. A former UCLA Bruin, Rick started...

Tyler Brashears

Wealth Advisor

714-984-0446

tyler.brashears@planwithprovidence.com

Tyler Brashears is a Wealth Advisor who joined the team at Providence Wealth Planning in 2024. In the past, Tyler worked in the financial industry with Credit Union of Denver, Wells Fargo and Comerica Bank. Raised in Southern...