John brings 30 years of Wall Street & small business ownership experience to his clients at Verbatim Financial, the flat flee Registered Investment Advisor he founded in 2019. Decades in finance taught John that banks, broker-dealers, insurance companies, etc. do not have their customers’ best interests in mind, but only their profits, so he’s dedicated to increasing financial literacy and preventing as many people as possible from being taken advantage of.
John also founded FlatFeeAdvisors.Org as a resource for folks looking for financial advisors who manage investments for a flat annual fee, rather than a percentage of assets under management. John is a 2023 Plutus Award Finalist for Best Financial Advisor Content Creator.
John addresses the following the following questions this episode:
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