Ian Massey, AIF

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 the Accredited Investment Fiduciary (AIF) designation. As a fiduciary, it is Ian's commitment to always put his clients' interests ahead of his own. Ian is committed to looking out for his clients as if they were family. He believes in building lasting relationships with his clients, having a heart of a teacher, and always striving to make sound financial decisions. One thing you get when you work with Ian is straight-forward advice. Ian believes that if you pay someone to help you manage your household finances, that you need to make sure it is someone who is willing to have tough conversations and isn’t just a “yes man” or a “yes woman”. He believes that if you are going to pay someone for advice, you should make sure it's exceptional advice.

In August 2016, Ian was named as a Dave Ramsey SmartVestor Pro, providing advice and guidance to Dave Ramsey followers in Orange County and beyond. Ian has been helping the Dave Ramsey faithful work towards financial freedom since 2013.

Ian earned a bachelor’s degree in literary journalism from UC Irvine in 2013, while also minoring in business management. Ian won six California College Media writing awards during his time as a college sports columnist. While finishing his undergrad, Ian interned for the Ronnie Lott IMPACT Trophy and helped grow the college football organization’s social media, marketing and web presence.

After graduating from UC Irvine, Ian began his career in the financial services industry. Combining his love of developing relationships with people and working with numbers, Ian found his passion in helping others pursue financial independence. Ian prides himself on his ability to ask the right questions, to listen, and to help lead his clients to their most important short and long-term financial goals. He works with families to help align their financial decision-making with their financial goals; because so often what we want to accomplish and what we’re doing to accomplish it aren’t in alignment.

Ian firmly believes that he shouldn’t and wouldn’t recommend a plan of action to his clients unless he would do it if he was in their shoes. Just as he works hard to shape his clients’ futures, Ian is passionate about changing his own financial family tree and working hard to provide for his family’s future.

Ian married his best friend, Roxanne, in 2018. In true Dave Ramsey fashion, they made sure to pay cash for their wedding and cars. Today, they live in Mission Viejo, California. Together they care for their children: Graeme and Elise. They also have two golden doodles who keep them on their toes: Farley and Phoebe. The Masseys enjoy attending church, traveling, playing pickleball, going to concerts and sporting events, and volunteering. In his free time, Ian plays golf left-handed; he is still in pursuit of his first hole-in-one.

Ian is an Investment Advisory Representative and has Series 6, 7, and 63 registrations held with Osaic Wealth, as well as California life and long-term care insurance licenses.

Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth, Inc and is not sponsored or endorsed by Osaic Wealth, Inc.