“It’s about being persistent, but also being kind of patiently persistent – making sure you know when you are trying to go in a certain direction sometimes you don’t always get the results that you want, but you have to take the actions to get those results.”
It began with persistence. In 1992, Chris Marovich was searching for a job following his college graduation. He and a few classmates stumbled upon a retirement planning company that sparked an interest in finance for Chris. Now – Chris serves as the founder of Retirement Design Group, a firm with a unique focus and specialization in helping small and mid-sized companies create a retirement plan for their employees. After his more than 30 years of experience in financial services, Chris reflects on his journey from recent grad to business owner, while offering advice to those looking to join the world of retirement planning. He also shares the importance of remaining persistent when challenges arise, all while practicing the art of patience.
Tune into Episode 180: Persistence and Patience as Chris Marovich joins Cambridge CEO Amy Webber to discuss:
- Why he chose a career in financial services
- Advice for anyone looking to start a career in retirement planning
- How being proactive in his journey has impacted his success
- Why he feels retirement planning is an important topic for younger generations
About Chris Marovich
Chris Marovich, AIF®, CRPS®, CPFA®, RICP®, and Retirement Plan Advisor is the founder of Retirement Design Group, a firm which has a unique focus and specialization in helping small and mid-sized companies create retirement plans for their employees. Chris advises clients on developing and maintaining effective due diligence practices, as well as meeting their fiduciary obligations. He has been helping employers in the qualified plan market since 1992 and has extensive experience in the design, implementation, and on-going servicing of retirement plans. Prior to starting Retirement Design Group, Chris worked for some of the retirement industry’s largest firms, most recently as Regional Vice President of Transamerica Retirement Services. Chris earned his Bachelor of Science degree in Economics and Business Administration from Saint Mary’s College of California.
Chris is an active road cyclist and mountain biker who enjoys traveling, eating, cooking and watching soccer. Chris also holds a National Interscholastic Cycling Association (NICA) Level 1 coaching license and helps as a ride leader for the Placer Foothills Mountain Bike Club. He resides in Rocklin with his wife, two sons and two Australian Shepherds.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge and Retirement Design Group are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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