Finding A Trustworthy Financial Advisor

Thursday, March 30, 2023

Blog/Podcast/Finding A Trustworthy Financial Advisor


In this episode, we discuss career transitions and financial planning with financial advisor John Stoj!

After years of climbing the Wall Street corporate ladder, financial advisor John Stoj became disillusioned with false promises of outperforming the market. He eventually returned to his first love – financial planning. With Verbatim Financial, John’s gone rogue with his pricing model and is applying his decades of experience & personal touch to help clients simplify their financial lives. John believes that done well and delivered fairly, good financial advice is more valuable than its cost and is worth buying. Unfortunately, he knows firsthand that banks, broker-dealers, and insurance companies don't have their customers’ best interests in mind – they have their profits. John enjoys sharing his stories and advice with all his clients so they can find financial freedom as he did.

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Additionally, we are a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for us to receive a small fee at no cost to you by linking to Amazon (Paid Link) and affiliated sites. The content of this video and the expressed opinions were not influenced or paid for by any external individuals.

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Hi, I Am Matthew Ma

Real Estate Entrepreneur

Matthew is a seasoned real estate professional with over 16 years of experience helping agents scale their businesses through marketing, sales, and tech strategies. As a knowledgeable and supportive coach, Matthew emphasizes mindset, branding, business development, systems, and processes to help agents achieve their goals.

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