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John Stoj

John Stoj

Atlanta, GA
Verified Identity

IAR at

Verbatim Financial

Years of Experience

32 years

Number of Clients

27

Average Client Size

$4,300,000

Member Since

2023

Allow Me to Introduce Myself

Did you land on this site somewhat reluctantly? Do you feel like you need help, but distrust, "Wall Street," and the financial advisor community in general? I get it. Let's talk. My path to financial planning was neither straightforward nor easy. That winding road gave me a unique and valuable pe...

One thing I want my clients to know about me is...

that I think about them all the time. I may not reach out with unnecessary marketing emails, but I'm always considering their plans & investments.

Clientele

Retirees
Doctors
Corporate Executives
Partners at Law Firms
Business Owners
Nurses

Although I have clients who range in age from late 30s to early 80s, the majority of my clients tend to be folks who are nearing retirement or are transitioning to retirement. Helping to manage that transition, both psychologically as well as financially, is one of the more rewarding parts of my job.

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

University of North Carolina at Chapel Hill

MBA

Obtained in 1996

University of Notre Dame

BBA

Obtained in 1992

Disclosures and Proof of License

SEC Profile
FINRA BrokerCheck

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Profile Last Updated: March 1, 2025