Mary Beth Storjohann (CFP®)

Mary Beth Storjohann focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Federal Employees

Planning Specialties

With over 15 years of experience in the financial services industry, Mary Beth Storjohann, CFP® works as an author, speaker, and financial coach to apply a fun, albeit no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money. She is the Founder of Workable Wealth, a financial education and empowerment platform, host of the Work Your Wealth Podcast, and serves as Chief Marketing Officer and Partner at Abacus Wealth Partners, a fee-only, independent firm that is a change-maker in the financial planning world with a focus on impact & socially responsible investing, diversity and inclusion, and making financial planning accessible.

Mary Beth makes frequent appearances on NBC as a financial expert and has been featured in major media outlets such as The Wall Street Journal, Glamour, NPR, Women’s Health, Cosmopolitan, CNBC, Forbes, U.S. News & World Report, and more. Her accolades include the “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.”  

 

Additional Information

Mary Beth offers fee-only financial planning. She is on a mission to empower her generation to get on the right financial track by helping them to make smart, educated decisions with their money. She utilizes a fun and educational approach in working with professional and entrepreneurial women, young couples and families, and military families to help them organize and gain confidence and clarity in their financial lives

NAPFA Start Date

February 27, 2015

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This Office

429 Santa Monica Blvd Ste 500 Santa Monica, CA 90401-3443 Phone: (310) 566-1888 Fax: (310) 566-1899