Aldo Santana

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 ways. From his humor to his attention to details, Aldo has many strengths. He is known around the office for his reliability and always striving to get things done efficiently.

Aldo held various positions with LPL Financial’s headquarters office in San Diego, CA. After 5 years as a customer service consultant, he earned four Customer Excellence Service awards from LPL Financials’ managing directors. Aldo focused on managing quality of operations and addressing opportunities for growth in various channels of customer service and operations.

 Aldo was born in Tijuana, Mexico and raised in Chula Vista, CA. Aldo met his wife, Karen, while working at LPL Financial headquarters. They later married in 2009 and currently reside in Temecula. On the weekends, Aldo enjoys taking walks with his wife, daughter and three dogs.