Anthony A. Saccaro ChFC, Esq.
President/CEO
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. Anthony has been married to his wife Anca since 2000 and they have two children, Aiden and Audria.
Krystal Soutar
Chief Operating Officer
Krystal is the Chief Operating Officer at Providence Financial, where she oversees the firm’s operations, systems, and team development. Now in her 15th year with the firm, she brings deep institutional knowledge and a strategic approach to supporting advisors and delivering an exceptional client experience. Throughout her tenure, Krystal has helped strengthen the firm’s infrastructure, streamline processes, and support its continued growth. Known for her leadership and commitment to operational excellence, she plays a key role in ensuring the firm runs smoothly while advancing its long-term vision.
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.
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.
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.
Jake Sarnoff
Fiduciary Investment Advisor
Jake is a financial advisor with Providence Financial, specializing in portfolios designed to generate consistent, long-term income. Now in his third year in the industry, he brings a disciplined, client-focused approach to every financial plan. Prior to his advisory career, Jake spent a decade as a professional golfer, honing the strategic thinking he now applies to complex financial decisions. Known for his thoughtful guidance and commitment to client success, Jake is a trusted partner in developing income strategies that support financial independence and long-term peace of mind.
Rebecca Duzick
Client Onboarding Manager
Rebecca graduated Summa Cum Laude from California State University, Northridge, with a degree in Psychology. With over a decade of customer service experience, she is known for her personable nature, strong attention to detail, and collaborative spirit. In her current role, Rebecca is responsible for transferring funds to and from the various institutions with whom we partner on behalf of our clients. Her background also includes experience in caregiving and community outreach, reflecting a deep commitment to helping others. Outside of work, she enjoys spending quality time with her family and friends.
Jacqueline Thomas
Client Service Specialist
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.
Oswald Antonio
Administrative Specialist
Oswald is a detail oriented Virtual Administrative Assistant with experience in data management and analytics in the Philippines. He has supported operations by helping teams stay organized and on track. Oswald enjoys working with data, whether it is updating reports, improving workflows, or ensuring information is accurate and easy to access. He is known for being reliable, easy to work with, and always ready to step in where needed. Oswald takes pride in helping teams run smoothly and making everyday tasks more efficient.
George Howard
Event Coordintator
George brings over 30 years of experience in the music industry, with a background spanning management, coordination, live performance, and event production. He later transitioned into music data and project management, working with various music libraries to prepare musical works for film, television, and advertising. His extensive experience in project management made for a seamless move into Events Coordination at Providence Financial, where he interacts with professionals at every level. Being part of the Providence team has been both a rewarding opportunity and a valuable learning experience. Outside of work, George enjoys life as a devoted husband and father to the world’s greatest family.
Angelica Romana
Client Service Specialist
Angel is a valued member of the Client Services Team. A Hospitality Management graduate from Cavite State University – Bacoor Campus in the Philippines, she brings over six years of customer service experience and four years as a virtual assistant. Angel efficiently handles client inquiries, schedules review appointments, and supports Thuan and Jacquie with their daily tasks. Her reliability and helpful nature make her an essential part of the team.
Alan O’Reilly
Client Relationship Specialist
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.
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.
Colby Hollman
Administrative Specialist
Colby Hollman serves as an Administrative Specialist, supporting the firm’s advisors and clients through careful coordination and efficient day-to-day operations. He helps manage scheduling, documentation, and client communications to ensure a seamless experience. Colby takes pride in being organized, responsive, and dependable in everything he does.