We are a fiduciary firm!

(818) 887-6443

[email protected]

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

Our Team

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Anthony A. Saccaro, ChFC, J.D., Esq.
Anthony Saccaro ChFC, J.D., Esq., has been recognized multiple times as one of California's financial leaders by Forbes magazine. A Los Angeles native, Anthony founded Providence Financial & Insurance Services, Inc. in 1999 and has helped thousands take control of their finances and prepare for retirement. He considers himself first and foremost a financial educator. A frequent guest on CNBC and Fox Business Network, Anthony also hosts the Providence Financial Retirement Show and has been featured in prestigious publications such as The Wall Street Journal, USA Today, Barron's, Los Angeles Daily News, and FOX Business. Anthony is the author of the Amazon best-selling book More Life Than Money: How Not to Outlive Your Savings. He is also a board member of Advisors' Academy and a member of the Ed Slott Master Elite IRA Advisor Group. Anthony has been married to his wife Anca since 2000 and they have two children, Aiden and Audria.
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Lorraine A. Grossman
Fiduciary Investment Advisor
Lorraine is an investment advisor who aids Providence Financial in delivering superb value to our clients and bringing unsurpassed expertise to an already distinguished team of strategists. Lorraine has over 20 years of administrative experience in the legal and financial fields.
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Thuan Lam
Client Service Advisor
Thuan is a Registered Investment Advisor with over 15 years of experience in the financial advisory field. A graduate of California State University, Fullerton, with a degree in Business Finance, Thuan founded and served as president of the CSUF Business Finance Alumni Chapter. His primary role at Providence Financial is to provide additional services to clients. He is friendly and knowledgeable and enjoys working with everyone.
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Alev Kilic
Fiduciary Investment Advisor
Alev is a Registered Investment Advisor with a passion for investing and a commitment to our clients' financial success. She graduated from UCLA in 2017 and has since been navigating the dynamic world of finance. Alev specializes in crafting strong investment strategies, particularly in guiding individuals through retirement planning. Her focus is on tailoring investment plans to match your specific financial goals. She believes in empowering well-informed investors and follows a client-centric philosophy based on transparency, education, and building lasting relationships.
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Zachary Gunderson
Fiduciary Investment Advisor
Zachary is a seasoned financial advisor with a decade of experience in the area of income generation. He is dedicated to crafting personalized financial strategies tailored for each client's individual situation. Known for his sharp insights, Zachary excels in optimizing portfolios for sustained income. Clients trust him for his commitment to their financial goals, making him a reliable partner on the journey to financial success.
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Gerry Alcala
Operations Manager
Gerry is an accomplished Operations Manager with an impressive 25-year track record in sales and customer service. He brings a wealth of expertise to every facet of operational excellence. Known for an unwavering commitment to detail, Gerry has mastered the art of delivering meticulous solutions that drive efficiency and elevate customer satisfaction. With an extensive background in sales and customer service, he is dedicated to fostering a culture of excellence and continuous improvement in operations, ensuring a seamless experience for both clients and teams.
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Krystal Soutar
Client Success Manager
Krystal is responsible for transferring funds to and from the various institutions with whom we partner on behalf of our clients. An expert in financial and insurance paperwork with a degree in Finance from Cal State University, Northridge, Krystal handles all requests for fund distribution and account updates.
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Jacqueline Thomas
Client Service Manager
Jacqueline helps answer any questions or concerns clients may have about their accounts and assists in keeping them informed and up to date. With over 25 years of customer service experience, she also keeps in touch with our clients regularly and loves playing a key role in helping them reach their financial goals.
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Alan O’Reilly
Client Relationship Manager
Alan is very friendly and helpful.  He enjoys working with people. He brings over 15 years of customer service experience from such diverse fields as health care and hospitality. He has a B.S. degree in Biology from U.C. Davis. He really enjoys being part of the Providence Financial team and assisting clients in any way he can.
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Rebecca Kasper
Client Success Specialist
Rebecca graduated Summa Cum Laude from California State University, Northridge, with a degree in Psychology. With eight years of customer service experience, Rebecca is personable, detail-oriented, and always looking to collaborate with and support the team. She has previous experience in caregiving and community outreach and enjoys spending time with her family and friends.
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Christé Mandina
Executive Assistant
Christé brings a wealth of expertise in delivering top-tier customer service. With more than 10 years of administrative experience, Christé has honed her skills to perfection in the fast-paced world of executive support. Before joining our team, Christé worked with prominent law firms, where precision and efficiency were paramount. Whether it's managing critical documents, coordinating meetings, or providing the utmost care to each client, Christé's dedication to excellence shines through. Her warm and welcoming demeanor makes her a reliable and approachable resource for our clients and prospective partners.
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Anca Saccaro
Social Media Coordinator
Anca's primary responsibility is to help educate people about Providence Financial & Insurance Services on social media platforms like Facebook, LinkedIn, and Twitter. She also creates our client newsletters and keeps our websites updated with the latest events, radio shows, podcasts, and media coverage. Anca’s background in journalism helps ensure we can continually provide our clients and prospective clients with timely, reliable news and information and helpful, high-quality educational resources.

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