Professional and Entrepreneurial Women, Families With Young Children, Military & Veterans, Entrepreneurs, Retirement Planning,
Mary Beth Storjohann, CFP®
Mary Beth Storjohann, CFP® and Founder of Workable Wealth is an author, financial planner and accountability partner working to help clients across the country make smart, educated choices with their money. Her recent accolades include the "Top 100 Advisors" by Investopedia, “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.” She frequently appears on NBC as a financial expert and her expertise has been featured in The Wall Street Journal, CNBC, Forbes and more.
San Diego, CA
Hi! I’m Mary Beth Storjohann,CFP® and Founder of Workable Wealth.
I utilize a fun and educational approach in working with professional and entrepreneurial women, young couples and families, and military families to help you organize, gain confidence and build security in your financial life. When it comes to money and finances, education and compassion are key. I make sure to talk through any topics you don’t understand, organize information in a way that makes sense, always look out for your best interest, never judge, and even when it’s tough, tell you the things you may need to hear.
Head here to schedule a 30-minute phone consultation to learn if financial planning is a fit for you.
My Professional Bio is below:
Mary Beth Storjohann, CFP® and Founder of Workable Wealth is not your typical financial planner. With over 13 years of experience in the financial services industry she works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with individuals and couples in their 20s – 40s across the country, helping them make smart, educated choices with their money.
Her recent accolades include the “Top 100 Advisors” by Investopedia, “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.”
Mary Beth makes frequent appearances on NBC as a financial expert and has been featured in major media outlets such as U.S. News & World Report, The Wall Street Journal, Glamour, Women’s Health, Yahoo!Finance, CNBC, Forbes, and more. Her first book, Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money, debuted as a #1 new release and cuts through the fancy financial lingo and breaks down complicated money topics, while providing clear-cut guidance on the moves you can make to improve your financial situation right now. Her podcast, Work Your Wealth, launched in February 2017.
A military spouse until her husband Brian transitioned out of the U.S. Navy as an Officer in 2015, Mary Beth has a huge heart and love of our troops and their families and when not working with service members as clients, spends her time volunteering to educate this group.
If you can’t find her crunching numbers on her trusty HP 12C financial calculator, you can find Mary Beth knocking out witty blog posts, traveling, enjoying a good glass of wine, having an adventure in or around San Diego with her husband and two children, or curling up with a good book.