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Mary S
CFP®, Series 66
Chula Vista, CA
Allora Wealth, LLC
Mary Storjohann is a CFP® and holds a Series 66 license with 18 years of industry experience. She is the sole advisor at Allora Wealth, LLC, an independent firm she joined in 2025. Prior to Allora Wealth, she worked at Abacus Wealth Partners and Workable Wealth, LLC. Allora Wealth provides discretionary investment management combined with ongoing financial planning to individuals, couples, families, and related entities. The firm uses a Modern Portfolio Theory approach with primarily passive, diversified portfolios consisting of index mutual funds and ETFs, managing accounts on a discretionary basis while accommodating reasonable client-imposed restrictions.
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