Who We Are

A Financial Planning Firm Built on Clarity, Protection, and Legacy

Our Mission

At MRC Financial Services, our mission is to help individuals, families, and business owners create financial clarity, protection, and long-term confidence through integrated financial planning and insurance strategies. We believe financial decisions should not exist in isolation. By bringing together retirement planning, risk management, estate considerations, business planning, and financial education, we help clients make informed decisions that align with their values, goals, and legacy. Our purpose is to simplify complexity, create structure where there is uncertainty, and guide clients toward building lasting financial security for themselves, their families, and future generations.

Our Vision

The vision of MRC Financial Services is to become a trusted leader in financial planning, protection, and education by empowering individuals, families, and business owners to make confident financial decisions and build meaningful legacies.

We envision a future where financial literacy, thoughtful planning, and integrated strategies are accessible to more people — helping transform financial uncertainty into clarity, confidence, and long-term security across generations.

Our Core Values

Clarity

We believe financial planning should simplify life, not complicate it. We strive to help clients clearly understand where they are today, where they want to go, and the steps needed to get there.

Integrity

Protection

Education

Relationships

Legacy

Growth

Ravi Chand, CLU®, ChFC®, RICP®, MBA

Founder | Financial Planner

Clarity • Protection • Legacy

With nearly two decades of experience in financial services, Ravi Chand is a seasoned financial planner dedicated to helping individuals, families, and business owners build, protect, and transfer wealth with clarity and confidence.

As the founder of MRC Financial Services, Ravi specializes in comprehensive financial planning, advanced insurance strategies, retirement income planning, and business continuity and executive benefit planning. His approach combines technical expertise with practical implementation—ensuring clients not only develop thoughtful strategies but execute them effectively.

Ravi holds the prestigious CLU®, ChFC®, and RICP® designations, reflecting advanced training in life insurance planning, comprehensive financial strategy, and retirement income planning. Combined with his MBA and nearly 20 years of industry experience, he brings both depth of knowledge and disciplined structure to every client relationship.

Ravi is also deeply committed to financial education, teaching financial literacy through local community programs and contributing to initiatives focused on personal finance, long-term planning, and stronger financial decision-making.

He is a proud father of two—Maansi and Maanav—whose initials form the foundation of MRC Financial Services. This personal connection reinforces his commitment to legacy planning and helping families build lasting financial security across generations.

When he is not working with clients, Ravi is often in “dad mode”—coaching, attending his children’s activities, competing in weekend basketball leagues, and maintaining a disciplined fitness routine.

Through MRC Financial Services, Ravi remains committed to delivering integrity-driven advice and personalized strategies that help families and business owners protect what they have built and create a lasting financial legacy.

CREATE • EDUCATE • EXECUTE