Mary Beth Storjohann, CFP® Abacus Wealth Partners

About Mary Beth Storjohann, CFP®

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 platform that provides financial education and empowerment to those in their 30s – 50s. Mary Beth serves as the Chief Marketing Officer 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.”

Her 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 complex money topics.

A military spouse until her husband Brian transitioned out of the U.S. Navy as an Officer, 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. Mary Beth is a member of NAPFA, the XY Planning Network and the San Diego Financial Advisors Network.

If you can’t find her crunching numbers on her trusty HP 12C financial calculator, you can find Mary Beth interviewing leading experts as the host of the Work Your Wealth podcast, writing, traveling (including frequent trips to Disneyland), enjoying a good glass of wine, or having an adventure in or around San Diego with her husband and two tiny humans.

Contact this advisor

Recently Published

This advisor has no recent blog posts.

Visit the blog →

Ideal Clients

  • Business Owners
  • Gen X
  • Military & Veterans
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • AUM: 1.00%

SEC Records

Loading...