John Stohlman

Further information about John Stohlman:

Owner and Partner of Medallion Financial Strategies, Inc. John Stohlman has achieved the following distinguished designations: Certified Financial Planner™ (CFP®), a measure of financial planning excellence with coursework in estate, investment, retirement, tax, and insurance planning; Chartered Life Underwriter™ (CLU®), completing stringent course work that includes, life insurance law, pension planning, and advanced income taxation, and estate planning; and Chartered Financial Consultant™ (ChFC®), a comprehensive course covering the essential areas of retirement and estate planning. He is also an Investment Advisor Representative and a General Securities Principal registered with National Planning Corporation (NPC), a member of the FINRA/SIPC. John agrees to abide by a strict code of professional conduct and substantial continuing education requirements of each organization and society.

Since 1986, John has been assisting his clients as a financial consultant specializing in retirement and estate planning. Mr. Stohlman was recognized as a business leader in Strathmore's Who's Who in Business and Finance. John is also a frequent keynote speaker on tax reduction strategies and estate planning throughout the Metropolitan area for senior centers, investment clubs, churches and civic organizations and societies.

Mr. Stohlman earned a Master's degree in Finance from Johns Hopkins University and was a Summa Cum Laude graduate of Towson University, with a Bachelor's degree in Finance and Economics.

John, a native of Montgomery County, is married to Laura, who is also an Owner and Partner of Medallion Financial Strategies. They have been married since 1983 and have two children. John volunteers with Habitat for Humanity, Christmas in April, and works with the Dwelling Place Project as well as food drives for a local homeless shelter. John has also earned his first degree black belt in Tae Kwon Do.

Compensation and Fee Structures:

Planning - Fee Only (Hourly)
Management - Fee Only

Licenses, Certifications & Affiliations:

Certified Financial Planner
Chartered Financial Consultant
Chartered Life Underwriter

Education:

Masters Degree Johns Hopkins University
Business B.S. Towson University

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Further information about Medallion Financial Group:

(Size of firm: 0-9 advisors)

Medallion Financial Group is an independent, family-owned financial consulting firm dedicated to the growth and protection of our client's wealth and the preservation and enhancement of their family legacy.

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Medallion Financial Group and NPC are separate and unrelated companies.