Tony Stich, Chief Operating Officer at Naviplan by Advicent
AdvisorTech.LIVE Moderator: Financial Planning
How did you get your start in financial services?
Whenever anyone asks about my career, I always lead with “I did some time at AIG” which is entirely true. My first job out of college was at AIG Valic, which was ultimately a very formative time for my financial services career as I learned the “ins and outs” of the retirement space. This was a time where I truly began to appreciate the value of money as it directly correlates to what type of retirement someone is to enjoy.
Following that, I moved into traditional banking for the vast majority of my career before being recruited by Advicent. Our mission “to enable everyone to understand and impact their financial future” is a guiding principle to what we do at Advicent, as well as what I love about our industry. I’ll be in FinTech for the rest of my life…
