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JOHN F. STOHLMAN
MS, CFP®, CLU®, CEP®, ChFC®, RFC®
john@medalliongroup.com
Owner and Partner of Medallion Financial Strategies, Inc. John Stohlman has achieved the following distinguished designations: Certified Financial Planner™, which covers 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 Securities Service Network, Inc., 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 1983, John has been assisting his clients as a financial consultant specializing in retirement and estate planning. 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.
Securities offered through Securities Service Network, Inc., Member FINRA/SIPC. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investment products and services available only to residents of AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, ME, MD, MA, MI, MT, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TN, TX, WV, WI. Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor. These services are available only to residents of DC, DE, MD, MT, NH, NY, NC, PA, SC.
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