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Mark Massey, CLU, ChFC

Mark Massey, CLU, ChFC

President and CEO

Mark Massey has over 28 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. But there’s much more to his story than letters can tell. He is a father of three: Alison, Kyle and Ian. He’s been married to the love of his life, Nancy Harper Massey, for over 35 years. Mark is well known by his colleagues and clients for a variety of candid sayings and philosophies, but one helps define Mark’s vision as an advisor and as a human-being: “People don’t care how much you know until they know how much you care.”

As President and CEO of Providence Wealth Planning, Mark developed this firm as an avenue to help teach and coach up exceptional financial advisors to change the lives of thousands of Americans. He firmly believes that a phenomenal wealth planner won’t sell or tell, but listen, understand and guide with the heart of a teacher.

Mark has always thrived in training, managing and assisting advisers in their professional development. He also maintains a financial planning practice where he works closely with families and business owners, guiding them towards important financial goals.

After receiving an education at Pepperdine University, Mark furthered his studies by becoming a Chartered Life Underwriter and Chartered Financial Consultant through The American College. He brought more than 12 years of retail management experience, 12 years as a life insurance specialist, and 11 years of financial planning management experience to his position with Providence Wealth Planning when he founded the company in 2016.

His specialties include wealth accumulation, retirement and college planning and asset preservation. Well respected in the field, Mark was recently named as a Dave Ramsey SmartVestor Pro, providing advice and guidance to Dave Ramsey followers. Mark has been helping the Dave Ramsey faithful work towards financial freedom since 2007.

In his free time, Mark enjoys spending time with his family, the occasional round of golf, cycling, racquetball, and traveling.

Mark holds a Series 6, 7, 24 and 63 license with LPL Financial. Mark Massey is a registered representative with LPL Financial. He offers financial advice through Strategic Wealth Advisors Group Inc.