PROVIDENCE FINANCIAL AND INSURANCES, INC.
SEC RegisteredRETIREMENT ADVICE You Can Trust
About the firm
Providence Financial & Insurance Services, founded in 1999 by Anthony Saccaro, is a financial planning firm based in Los Angeles that has been repeatedly named to Forbes' list of 'Top Financial Planning Firms in California.' The firm hosts the weekly Providence Financial Retirement Show on KNX 1070, delivering educational content on retirement and financial planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income planning, Social Security strategies, tax planning, investment management, and estate planning; also hosts free financial planning events
Who they serve
Individual investors, retirees, business owners, and anyone hoping to retire in the near future
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 582 | $151M |
| High Net Worth Individuals | 42 | $64M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0-$250,000 | — |
| $250,000-$1,000,000 | 1.50% |
| $1,000,001+ | 1.25% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROVIDENCE FINANCIAL AND INSURANCES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.