San Diego Financial Advisors Network

Mary Beth Storjohann, CFP®

Abacus Wealth Partners

BIO
Mary Beth Storjohann, CFP® is is Co-CEO of Abacus Wealth Partners. She is a CERTIFIED FINANCIAL PLANNER™, author, speaker and podcast host with 18 years of experience in the financial services industry. She joined Abacus in 2019 as Chief Marketing Officer after successfully launching and growing her own RIA firm, Workable Wealth, and in 2022 was appointed as Co-CEO.

Website
https://abacuswealth.com/

Phone
(619) 798-6017

Address
San Diego, CA

Hi! I’m Mary Beth Storjohann,CFP® and Co-CEO of Abacus Wealth Partners.

At Abacus, we expand what’s possible with money. Our experienced advisors help you align your financial resources with your values — connecting your money with what matters most so you can experience a sense of enough here and now, not just in the future. We best serve those seeking a long-term financial planning and investing management relationship.

We recognize the amount of time and emotional energy spent considering investments, spending, taxes, privately-held business and real estate concerns, and whether you truly have enough to achieve your most important goals. Our innovative financial planning process and evidence-based investment strategy have helped thousands of clients nationwide stop worrying about money so they can fully experience life.

Head here to schedule a 15-minute phone consultation to learn if financial planning is a fit for you.

Professional Bio:

Mary Beth Storjohann is Co-CEO of Abacus Wealth Partners. She is a CERTIFIED FINANCIAL PLANNER™, author, speaker and podcast host with 18 years of experience in the financial services industry. She joined Abacus in 2019 as Chief Marketing Officer after successfully launching and growing her own RIA firm and in 2022 was appointed as Co-CEO.

A believer that “actions speak louder than words,” Storjohann is known for sparking conversations and change in the financial services industry by leaning into uncomfortable dialogue and decisions in order to leave the world and our industry in a better place. She is a fierce advocate for women, diversity, equity & inclusion, aligning your money with your values, and making financial advice accessible to underserved populations.

Mary Beth has made frequent appearances on NBC as a financial expert and has been featured in major media outlets such as The Wall Street Journal, Glamour, NPR, The New York Times, Women’s Health, Cosmopolitan, CNBC, Forbes, and more.

Her accolades include the “Top 40 Under 40” by Investment News, “10 Young Advisors to Watch” by Financial Advisor Magazine, and she was named a Top Ten Most Influential Advisor by Investopedia – a list that celebrates financial advisors making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management.

If you can’t find Mary Beth crunching numbers on her trusty HP-12C financial calculator, you can find her on her Peloton, reading a book, cornered by a 5 & 8-year-old who are constantly demanding snacks, or having an adventure in or around San Diego with her family.