#167 - John Stoj, Investment Advisor and Founder of Verbatim Financial


Manage episode 265982279 series 1531798
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How many times do you think you can reinvent yourself in your career and come full circle? John Stoj has done just that! Based in the Atlanta area, John shares his story of beginning in the financial industry, experiencing firsthand the behavior that influenced the 2008 recession, transitioning from the financial industry to be a logistical restaurateur, and then back to the financial industry to help people achieve financial security in a transparent, honorable fashion.
John Stoj is likely the only Investment Advisor you've ever met who has managed both $3.5 billion and a sushi kitchen. John’s career in finance began on a Wall Street trading floor over twenty-five years ago, with stops at investment & commercial banks, money managers, and even his own hedge fund, and this has uniquely prepared him to see the financial services industry for what it is:
flush with companies and professionals far more focused on their own best interests than their customers. John believes sincerely that, done well and delivered fairly, good financial advice is more valuable than its cost, and worth buying.
Unfortunately, through his experience, he knows that banks, broker-dealers, insurance companies, etc. do not have their customers’ best interests in mind – they have theirs in mind. On top of that, John brings to the table experience opening, running, and selling a small food service business. Nothing breaks you out from the shackles of Wall Street than small business ownership on Main Street. John enjoys sharing his stories and advice from Wall Street, small business ownership, and (did we mention?) what it’s like to be married to an extremely successful doctor.
Connect with John!
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