Providence Wealth Planning
Financial Services • 
Corona, California, United States • 1-10 Employees
Company overview
| Headquarters | 1295 Corona Pointe Ct, Suite 101, Corona, California 92879, US |
| Phone number | +19514656400 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Business Succession Planning, Wealth Management, Insurance, Financial Planning, Estate Planning, Retirement Plans, Iras, Portfolio Review, College Savings, Roth Iras, Fiduciary Financial Advisor, Trust Accounts, Financial Decisions, Dave Ramsey, Smartvestor Pro, Riskalyze, Emoney Advisor, Fee Based Financial Advisor, Financial Planning Website |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at Providence Wealth Planning
Mark Massey
President
Providence Wealth Planning Email Formats
Providence Wealth Planning uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@planwithprovidence.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@planwithprovidence.com | 57.1% |
{first initial}.{last name} | j.doe@planwithprovidence.com | 42.9% |
About Providence Wealth Planning
While most financial firms are more concerned with your dollars, we strive to make sure we're the right fit for your family, and you're right for ours. The relationship you develop with your financial advisor is crucial. It requires trust and openness. We’re here to do many things for our clients, but it really comes down to this: we are here to help people make great decisions, and thus, we end up making a difference in the lives of many. We strive, above all else, to be there for our relatives, our staff, our community and our clients, Because Family's Important. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.
Providence Wealth Planning revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Providence Wealth Planning has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Providence Wealth Planning has never raised funding before.
Providence Wealth Planning Tech Stack
Discover the technologies and tools that power Providence Wealth Planning's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
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JavaScript libraries
Marketing automation
Security
Analytics
Analytics
UI frameworks
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CDN
United Kingdom
Germany
Canada
Frequently asked questions
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