John Stoj is likely the only Investment Advisor you've ever met who has managed both $3.5 billion and a sushi kitchen. John’scareer 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 foodservice business. Nothing breaks you out from the shackles of Wall Street than small business owners 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.
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