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John Stoj | Financial Advisor

Profile img for John Stoj, financial advisor at Verbatim Financial
Atlanta, GA
John Stoj
Financial Advisor
IAR at
Verbatim Financial

Verified Identity

Important Disclosures

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 perspective on investing and life. After working through the crucible of the 2008/9 financial crisis, I decided to take a page from Monty Python... “And Now for Something Completely Different.” In 2010 I opened Rold Rite Sushi, a wholesaler of fresh sushi and other Asian foods to the trade. I grew the business until I sold it in 2015 to take on the most important job of my life to date, as a stay-at-home dad. When my son entered school, I knew I wanted to return to finance. This time I have a selfless desire to help people that I learned by working in the food business. Food service workers want to make people feel better. I want to share knowledge and wisdom that can help folks better prepare for the future. I want my clients to feel better and worry less about their future because they have a plan for it.
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Specialties and Expertise

4
Portfolio Construction
Cash Flow Analysis
High Net Worth Planning
Retirement Income

Clientele

6
Retirees
Doctors
Corporate Executives
Partners at Law Firms
Business Owners
Nurses

Credentials and Designations

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Master of Business Administration

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Series 63 - Uniform Securities State Law Examination

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Series 65 - Uniform Investment Adviser Law Exam

Education

2
University of North Carolina at Chapel HillMBAYear Obtained: 1996
University of Notre DameBBAYear Obtained: 1992
Quick Facts About John
Years of Experience:32 yearsMember since:2023Average Account Size:$4,300,000Number of clients:27

Services Provided

How I help my clients

Investment Management

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Financial Planning

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Retirement Planning

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Tax Planning

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Pricing Models

Flat Fee
One Time Fee

Proof of License

SEC Profile
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Atlanta, GA
John Stoj
Financial Advisor
IAR at
Verbatim Financial
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Profile last updated: 03-01-2025