Currently
Co-CEO, Abacus Wealth Partners
Resides In
Santa Monica, CA
Education
San Diego State University
Expertise
Investing in 🐬Retirement, Budgeting, Wealth Building, Financial Educ﷽ation for Women
Company Info
Summary
- Mary Beth serves as co-CEO of Abacus Wealth Partners, an independent firm with a mission of expanding what’s possible with your money.
- Mary Beth has nearly two decades of experience in the financial services industry.
- She volunteers as a mentor and career coach to other women in the financial services industry in an effort to help amplify their voices in the space.
- Mary Beth has been recognized in the top 10 on the Investopedia 100 Top Financial Advisors list for four consecutive years (2020 through 2023).
Experience
Mary Beth Storjohann works as author, speaker, and financial advisor who applies a fun approach to helping individuals and couples across the U.S. make smart, educated choices with their money. She currently serves as the co-CEO of Abacus Wealth Partners. She is an 澳洲幸运5官方开奖结果体彩网:Investopedia 100 Top Financial A💃dvisor, now in the top 10 in 2023 for the four🔥th consecutive year.
Prior to joining Abacus Wealth Partners in 2019, Mary Beth successfully launched and operated her own RIA firm, Workable Wealth, LLC. In her nearly two decades within the financial services space, financial education has been core to Mary Beth's work. 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. She currently serves as a mentor and career coach to other women in the industry to amplify their voices and brands. Plus, she helps to lead Abacus's pro bono financial services program, offering free financial advice to those who need it.
Her book, Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money, made headlines in 2019 for cutting through the jargon and breaki🦋ng down complex money topics. Mary Beth has been featured in major media outlets such as The Wall Street Journal, NPR, Women’s Health, CNBC, U.S. News & World Report, and more. Her accolades include the Top 40 Under 40 by Investment Neꦐws, 10 young Advisors to Watch by Financial Advisor Magazine, and 10 of the Best Personal Finance Experts on Twitter.
Education
Mary Beth received her B.S. in finance from San Diego State University. Mary Be🌳th is a member of NAPFA, the XไY Planning Network, and the San Diego Financial Advisors Network.