Mary Beth Storjohann, CFP® Workable Wealth

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About Mary Beth Storjohann, CFP®

Hi, I’m Mary Beth Storjohann. 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.

I grew up with a lot of uncertainty, fear and confusion around money and learned early on the kinds of problems it can cause in life. To pay my own way through college, I found myself with a position in a financial services firm. It was there that I learned many others were experiencing the same fear and stress I had, but instead of living with it – they were ditching it! I immediately switched my major to financial planning and soon after learned what having control of your money instead of letting it control you means.

I majored in money. I experienced, first hand, the huge disconnect between today’s education system, financial planning firms, and the very limited availability and accessibility of financial information and guidance for those of us in our 20’s, 30’s and 40’s. With Workable Wealth, I’ve set out to bridge that gap.

Professional Bio:

Mary Beth Storjohann, CFP® and Founder of Workable Wealth is not your typical financial planner. With over 12 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 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.

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 daughter, or curling up with a good book.

 

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Ideal Clients

  • Entrepreneurs
  • Generation X
  • New and Expecting Parents
  • Parents
  • Servicemen and Women

Fee Options

  • Monthly: $250+/mo and $1,500+ up front
  • Hourly: $200+/hr

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States Registered

  • California
  • Texas

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