Providence Financial and Insurances, Inc.

Thuan Lam is a financial advisor at Providence Financial and Insurances, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities and Allegiance Gold. Outside of advising, Lam owns Artizan Images, a photography business specializing in weddings and events. Providence Financial and Insurances, Inc. provides discretionary investment management, financial and estate planning, and insurance consulting to individuals, pension plans, trusts, and other entities. The firm emphasizes a buy-and-hold investment approach using income-producing securities and offers estate-planning legal advice through an affiliated legal practice.

Eric Dizon is a financial advisor at Providence Financial and Insurances, Inc. with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Edward Jones and Insuritas. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm typically employs a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice along with insurance brokerage services.

Anthony Saccaro is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes over a decade at Providence Financial and Insurance Services, Inc. and a recent position at Sound Income Wealth, LLC. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm generally follows a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice alongside insurance brokerage services.

Zachary Gunderson is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including roles at LPL Financial and Premier America Credit Union. Gunderson has been with Providence Financial and Insurances since 2023. Providence Financial and Insurance Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, and other entities by providing discretionary investment management, financial and estate planning, and insurance consulting. The firm emphasizes a buy-and-hold investment approach using income-producing securities and offers estate-planning legal advice through an affiliated in-house legal practice.

Jake Sarnoff is a financial advisor at Providence Financial and Insurance Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Providence, he worked at Equity Services Inc and True Path Financial. Outside of his advisory role, he is also an insurance agent with JS Financial and Insurance Services LLC. Providence Financial and Insurance Services, Inc. advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary investment management, comprehensive financial and estate planning, and insurance consulting, with an investment approach focused on buy-and-hold strategies using income-producing securities and tailored account supervision.

Lorraine Grossman is a financial advisor at Providence Financial and Insurance Services, Inc. in Woodland Hills, CA, with nine years of industry experience. She holds a Series 65 designation and has worked at Providence Financial since 2014. Outside of her advisory role, she operates a notary service as a sole proprietor in Oak Park, California. Providence Financial and Insurance Services, Inc. provides discretionary investment management, financial and estate planning, and insurance consulting to individuals, pension plans, trusts, and other entities. The firm manages approximately $190 million in client assets, emphasizes a buy-and-hold investment approach, and offers estate-planning legal advice through an affiliated in-house legal practice.