A Financial Planner for Generation Y.

Hi! I’m Mary Beth Storjohann.

I’m on a mission to empower my generation to get on the right financial track by helping them to make smart, educated decisions with their money. I utilize a fun and educational approach in working with families with young children, professional women and newlyweds to help them organize and gain confidence in their financial lives.

What does that mean for you?

I’m going to help you live a stress free life around money. Because let’s be honest. You work hard every day and you have so much going for you. You don’t want to spend your time worrying about the things you can take control of.

 

How did I end up here? I grew up with a lot of uncertainty, fear and confusion around money. I learned early on the kinds of problems it can cause in life. Paying my own way through school, I found myself with a position in a financial planning firm. It was there that I learned I wasn’t the only one with fears and confusion around money. There were a lot of people feeling the same way! I immediately switched my major and soon after learned what having control of your money instead of letting it control you really means.

Why 20 and 30-somethings?  I was lucky enough to actually major in money. My friends however, had other passions to pursue. I realized there’s a huge disconnect between today’s education system and financial planning firms – and the availability and accessibility of financial information and guidance for this age group. Translation: There is none. After spending close to 10 years working with preretirees, my passion has always come back to working with my generation.

I’ve always been different. I’m a far cry from the financial planners your parents may have. When it comes to money and finances, I bring it back to the basics and make sure to talk through any topics you don’t understand. I’m known for my drive, compassion, communication and planning skills. That means I’ll educate you, 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. 

Ready to take control of your finances? Schedule your free 30-minute Focus session and get started on having the financial confidence, security, and happiness that you deserve.

Professional Bio:

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 JournalForbesInvestment NewsYahoo! FinanceMSN MoneyU.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.

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