mary beth storjohann, cfp® - workable wealth · mary beth storjohann, cfp® speaker • author •...

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[email protected] O: 619.798.6017 www.workablewealth.com Mary Beth Storjohann, CFP® Speaker • Author • Financial Coach www.workablewealth.com Mary Beth Storjohann, CFP® is the Founder of Workable Wealth, specializing in financial planning for Gen Y & Gen X. She is an author, speaker, and financial coach working countrywide to help couples and individuals in their 20s, 30s and 40s make smart, educated decisions with their money. Her first book Work Your Wealth: 9 Steps to Making Smart Choices With Your Money provides clear-cut guidance on the money moves you can make to improve your financial situation right now. As a speaker, she delivers customizable, captivating, authentic, and direct professional insights surrounding a variety of personal finance topics. As a coach with over 12 years of experience, Mary Beth applies a fun, albeit no-nonsense approach in working with a wide variety of clientele, including professional and entrepreneurial women, newlyweds, couples with young children, and military families in their accumulation years helping them organize and gain confidence in their financial lives. As a financial expert, Mary Beth makes frequent appearances on NBC and has been featured in The Wall Street Journal, Glamour, Forbes, Women’s Health, Investment News, Yahoo! Finance, and more. Her recent 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.” Mary Beth lives with her husband, Brian, daughter, Ellie and their two rescue dogs, London and Chloe, in San Diego, CA. For more information, visit www.workablewealth.com. Appearances On... Speaking Kit

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Page 1: Mary Beth Storjohann, CFP® - Workable Wealth · Mary Beth Storjohann, CFP® Speaker • Author • Financial Coach Mary Beth Storjohann, CFP® is the Founder of Workable Wealth,

[email protected]: 619.798.6017

www.workablewealth.com

Mary Beth Storjohann, CFP® Speaker • Author • Financial Coach

www.workablewealth.com

Mary Beth Storjohann, CFP® is the Founder of Workable Wealth, specializing in financial planning for Gen Y & Gen X. She is an author, speaker, and financial coach working countrywide to help couples and individuals in their 20s, 30s and 40s make smart, educated decisions with their money. Her first book Work Your Wealth: 9 Steps to Making Smart Choices With Your Money provides clear-cut guidance on the money moves you can make to improve your financial situation right now. As a speaker, she delivers customizable, captivating, authentic, and direct professional insights surrounding a variety of personal finance topics.

As a coach with over 12 years of experience, Mary Beth applies a fun, albeit no-nonsense approach in working with a wide variety of clientele, including professional and entrepreneurial women, newlyweds, couples with young children, and military families in their accumulation years helping them organize and gain confidence in their financial lives.

As a financial expert, Mary Beth makes frequent appearances on NBC and has been featured in The Wall Street Journal, Glamour, Forbes, Women’s Health, Investment News, Yahoo! Finance, and more. Her recent 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.”

Mary Beth lives with her husband, Brian, daughter, Ellie and their two rescue dogs, London and Chloe, in San Diego, CA.

For more information, visit www.workablewealth.com.

Appearances On...

Speaking Kit

Page 2: Mary Beth Storjohann, CFP® - Workable Wealth · Mary Beth Storjohann, CFP® Speaker • Author • Financial Coach Mary Beth Storjohann, CFP® is the Founder of Workable Wealth,

[email protected]: 619.798.6017

www.workablewealth.com

Put Your Money

Where Your Heart Is

and #WorkYourWealth

Amplify Your Retirement:

Accounts, Savings

& Investments

Making Sense of

Your Money: Measuring

Your Financial Health

Getting Financially Organized in

Business & Life

Women & Money:

What Sets You Apart

MARY BETH’S

MOST REQUESTED TOPICS:

Previous speakingappearances include:

“Please contact me directly to discuss

how I can tailor my content to your audience.”

– Mary Beth Storjohann, CFP®Founder, Workable Wealth