Workable Wealth (CRD# 168011) is a financial advisory firm headquartered in San Diego, CA. They manage $1,993,639 in 49 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$40,687
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Mary Storjohann (CRD# 4798603) is an Investment Advisor Representative working at Workable Wealth in Chula Vista, CA and has over 7 years of experience in the finance industry. Mary Storjohann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.