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 and entrepreneurial 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. Whether its setting up the right retirement accounts, getting a set spending plan in place, figuring how much to save and where to save it, paying off debt, deciphering your employee benefits and more. 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 work with 20, 30 and 40-somethings? I was lucky enough to actually major in money. My friends and peers however, had other passions to pursue. There is 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. I believe our generation needs and deserves unbiased and honest advice to get themselves on track to reaching their financial goals and dreams.
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, education and compassion are key. I make sure to talk through any topics you don’t understand, 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.
Mary Beth Storjohann, CFP® is the Founder of Workable Wealth, specializing in financial planning Gen Y & Gen X. She works as a writer, speaker and financial coach with individuals and couples in their 20s – 40s 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 & entrepreneurial 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, 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 has previously been named as one of San Diego’s 25 in their 20’s and as one of the city’s 2014 Young Influentials. In addition, she was named as one of the industry’s 40 Under 40 for 2015 by Investment News.
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 a San Diego based Registered Investment Advisor.
Mary Beth received her Bachelor of Science Degree in Financial Services from San Diego State University, where she graduated with Business Honors. Mary Beth lives with her husband, Brian, daughter, Ellie and their two rescue dogs, London and Chloe, in San Diego, CA.