Mary Beth Storjohann

CFP®
Financial Advisor, Partner & Chief Marketing Officer
Abacus Wealth Partners, San Diego, CA
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2020 Top Advisor Investopedia 100
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Biography

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, educated choices with their money.

She is the Founder of Workable Wealth, a platform that provides financial education and empowerment to those in their 20s – 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 diversity and inclusion, impact & socially responsible investing, 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 on her 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.