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 his professional career in retail management before transitioning to financial services. Rick joined the team at Providence in 2025 after 19 years at Trilogy Financial. In joining PWP, Rick aspired to reconnect with Mark and Ian Massey, the Providence owners who previously worked alongside Rick for several years at Trilogy. Rick was drawn to Providence's ability to provide customized solutions and provide personal care for his clients. He feels that his clients should find comfort in the shared vision that Rick and Providence have in providing fiduciary advice to our client base.
Comprehensive planning is paramount in Rick's process. He strategizes alongside CPAs and estate attorneys, working to create custom plans to assist his clients in their pursuit of financial freedom. Rick is transparent about his process and his fees. Above all, Rick prides himself on his honesty and creativity when planning for clients. No matter how small the change, Rick believes that people can always find a way to improve themselves and their habits.
Rick enjoys volunteering at his church, bowling, golfing and watching sports. He and his wife Anna have lived in Corona since 1995.