From left to right: Gerry Alcala, Operations Manager; George Howard, Event Coordinator; Michael Nachfoerg, Executive Assistant; Jacqueline Thomas, Client Service Specialist; Lorraine Grossman, Fiduciary Investment Advisor; Zachary Gunderson, Fiduciary Investment Advisor; Quinn Iverson, Administrative Specialist; Anthony Saccaro, ChFC, Esq., President/CEO; Anca Saccaro, Social Media Coordinator; Alan O’Reilly, Client Relationship Specialist; Kevin Lowry, Client Relationship Specialist; Rebecca Duzick, Client Onboarding Specialist; Jonah Hydar, Client Onboarding Specialist; Lisa Pereau, Paralegal, and Cheri Torres, Paralegal/Estate Planning Coordinator (Anthony Saccaro Law); Thuan Lam, Client Service Advisor
“Smart and informed money decisions can mean the difference between enjoying your golden years or struggling to make ends meet.”
For A Secure Future
Providence Financial & Insurance Services provides comprehensive financial, estate, and tax planning education and services for clients in the greater Los Angeles area. We specialize in conservative investment strategies for Baby Boomers and retirees. Our “service-first” philosophy means we invest our time in you and listen to your situation before ever asking you to become a client. Schedule a free consultation today to speak with an experienced financial advisor.
Many financial advisors simply tell you what to do and then expect you to do it. Then you start getting difficult to understand statements that leave you clueless about your investments. That is not acceptable.
At Providence Financial, we sit down with our clients, find out their needs and concerns and educate them on their financial options. We then help our clients make informed decisions and come up with a customized financial action plan. Investing can be tricky, but our experience and knowledge in free-market theory, estate planning, client investment portfolios, and asset management helps us to maximize our clients’ goals. It’s what we’ve been doing for over 20 years!
When it comes to your money and how you should save for retirement, it is critical to find a financial advisor who cares about your money as much as you do. As a fiduciary firm, we are not only compelled to act in your best interest, but also obligated by law. Anthony A. Saccaro, Chartered Financial Consultant and president of Providence Financial, coaches his clients and helps them to invest their hard-earned money in a responsible way. Get in touch with us for more information, or schedule a free financial consultation today!
About Anthony A. Saccaro, ChFC, J.D. ,Esq.
Anthony A. Saccaro, ChFC, J.D., Esq., is one of California’s financial leaders as awarded by Forbes magazine in 2013, 2015 and 2019 and has been helping thousands of individuals take control of their finances and prepare for retirement. Born and raised in Los Angeles, Saccaro founded Providence Financial & Insurance Services in 1999 and Anthony Saccaro Law in 2020.
As a holistic financial planner and attorney, Saccaro is first and foremost an educator who knows how to explain the industry jargon in terms that make sense to the average Americans looking to understand the fine print on their statements or get a higher rate of return or protect their nest-eggs. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future.
Anthony’s first book, “More Life Than Money – How Not To Outlive Your Savings”, was launched on February 7, 2023 and reached Amazon Bestseller status in just 5 weeks. What you don’t know CAN hurt you, and nowhere is this more true than when it comes to preparing for retirement. In “More Life Than Money”, Saccaro explains what you might not know, so you can dramatically decrease the odds of running out of money before you run out of life.
A frequent guest on Cheddar TV, Yahoo Finance, OAN Network, CNBC and KCAL9, Anthony also hosts a popular podcast and the Providence Financial Retirement Show which airs on KNX 1070 every Saturday 6-7 AM PST and Sunday 7-8 AM PST. He has been featured in prestigious publications such as The Wall Street Journal, USA Today, Los Angeles Daily News, Pasadena Star News, FOXBusiness, and West Valley News.
Saccaro is a frequent speaker on estate and financial planning topics and is a board member for Advisors Academy and for Senior Market Advisor, a leading industry publication, as well as a member of the Ed Slott Master Elite IRA Advisor Group.
Naming golf, family travel and studying the bible as favorite pastimes, Anthony and his wife Anca have been married since 2000 and have two children, Aiden and Audria.
Are you ready to take your portfolio to the next level?
Providence Financial & Insurance Services, Inc.
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Providence Financial & Insurance Services, Inc. Corporate License
Our Team
Thuan Lam
Client Service Advisor
Gerry Alcala
Operations Manager
Krystal Soutar
Client Success Manager
Jacqueline Thomas
Client Service Manager
Anca Saccaro
Social Media Coordinator
“And my God shall supply all your need according to His riches in glory by Christ Jesus.” Philippians 4:19
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