Mary Beth Storjohann

CFP
Advisor image
Co-CEO
Abacus Wealth Partners, Santa Monica, CA
Visit Website
Advisor image

Biography

Mary Beth Storjohann, CFP, works as an author, speaker, and financial advisor who applies a fun, albeit no-nonsense approach to helping individuals and couples across the U.S. make smart, educated choices with their money. She has been recognized on the Investopedia 100 list since 2020.

In 2021, Mary Beth was appointed co-CEO of Abacus Wealth Partners, an independent firm with a mission of expanding what’s possible with your money. She assumed the role in 2022, and is proud to represent women and the voices of those "who are not at the table." Mary Beth volunteers as a mentor and career coach to other women in the industry to amplify their voices and brands.

Mary Beth is the founder of financial education site and podcast Workable Wealth, which provides financial education and empowerment to those in their 20s through 40s. In 2019, her book "Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money", made headlines for cutting through the jargon and breaking down complex money topics.

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, NPR, Women’s Health, 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".

Mary Beth is a member of NAPFA, the XY Planning Network, and the San Diego Financial Advisors Network. As a military spouse until her husband Brian transitioned out of the U.S. Navy, Mary Beth also volunteers to educate troops and their families.