Mark Massey, CLU, ChFC
President and CEO
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....
Ian Massey, AIF
Vice President of Wealth Planning, CFO
As CFO, Ian Massey is passionate about building trust and relationships with his clients and staff. He is known for being a great listener and helping his clients remain level-headed. In 2016, Ian was named as a Dave Ramsey SmartVestor...
Troy Darrock, AAMS, CRPC
Located in San Diego, Troy holds the Accredited Asset Management Specialist® and Chartered Retirement Plan Counselor® designations. He joined our firm in 2022 after originally starting his financial planning career at Edward Jones in 2017.
I seek to understand and plan for my client, no matter how unique your goals, challenges and passions are. If you’re reading this, I would be humbled to discuss your finances with you and see if we’re a good fit in working together.
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...
It's not easy to sum up Neida Cox's role and the importance of her position. Administrative Director is her title, but it hardly does her justice. In layman's terms, she's the "go-to person" on our staff here at Providence Wealth...
Aldo Santana is an invaluable member of our team. Currently serving as an administrative assistant and the insurance operations supervisor, Aldo joined Providence Wealth Planning in February 2018 and has been a blessing to us in many...