Mary Beth  Storjohann

Mary Beth Storjohann

| CFP®

Workable Wealth

Fee-Only Financial Planner serving the San Diego, CA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

1441 9th Ave
San Diego, CA
Mary Beth Storjohann, CFP® is the Founder of Workable Wealth, specializing in financial planning for Gen Y. She works as a writer, speaker and financial coach with individuals and couples in their 20s and 30s across the country to help them to make smart, educated decisions with their money.

She applies a fun, albeit no-nonsense approach in working with professional women, newlyweds, couples with young children, and military families in their accumulation years to help them organize and gain confidence in their financial lives.

As a financial expert, Mary Beth has appeared on NBC multiple times and has been quoted in the Wall Street Journal, Forbes, Investment News, Yahoo! Finance, MSN Money, U.S. News & World Report,  and various other media outlets. Mary Beth is an active member of the Financial Planning Association and NexGen Financial Planner community. She has a passion for helping those in need and was recently named as one of  San Diego’s 25 in their 20′s for 2013 and as one of the city’s 2014 Young Influentials. She serves as Chair of the San Diego FPA’s Wounded Warrior Financial Counseling Project, which pairs volunteer Financial Advisors with wounded Marines in an effort to provide them with a plan and financial skillset to ease their transition to civilian life.

Prior to establishing Workable Wealth, Mary Beth spent nearly 10 years in the Financial Services industry working with boutique and large firms alike and most recently served as Director of Financial Planning with HoyleCohen.

Mary Beth received her Bachelor of Science Degree in Financial Services from San Diego State University, where she graduated with Business Honors. She is a proud military spouse and lives with her husband, Brian, and their two rescue dogs, London and Chloe, in downtown San Diego. When not focusing on Workable Wealth, Mary Beth pursues her passion of traveling internationally.