Mary Beth Storjohann, CFP, is shaking up the traditional views of financial planning by making it fun, affordable and accessible. She leverages technology to work with individuals and couples in their 20s and 30s across the country to help them plan for and navigate through the financial questions and issues that arise during their post-quarter-life transitions.
Mary Beth is a Certified Financial Planner (CFP), and the Founder of Workable Wealth. She works as a writer, speaker, and financial coach to arm her clients with the necessary tools and resources needed to set them up for financial success.
Mary Beth’s mission is to empower her peers to get on the right financial track by helping them to make smart, educated decisions with their money and gain confidence in their financial lives. Her writing and expertise has been featured in The Wall Street Journal, CNBC, Yahoo! Finance, MSN Money, NBC 7 San Diego, Nasdaq.com, U.S. News & World Report and more. Mary Beth has been named as one of San Diego’s 25 in their 20s and most recently as one of the city’s Young Influentials.