Wells Fargo Advisors
39yrs
Top advisor by experience in Chula Vista
20yrs
Mary Elizabeth Storjohann
Financial advisor at Allora Wealth
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 67% of advisors in Chula Vista
OfficeChula Vista, CA
FirmAllora Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Allora Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jun 2025 – nowAllora Wealth, LLCCurrent firm
- 2019 – 2025Abacus Wealth PartnersPreviously
- 2013 – 2019Workable WealthPreviously
- Oct 2010 – Jan 2011Morgan StanleyPreviously
- 2007 – 2013Vantage WealthPreviously
- Apr 2007 – Oct 2007Morgan Stanley & Co. LLCPreviously
- Mar 2007 – Apr 2007Morgan Stanley DW Inc.Previously
- Jan 2007 – Mar 2007Citigroup Global Markets Inc.Previously
Questions to ask Mary
Tailored to Mary’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mary
How do I contact Mary?
Call Allora Wealth at (619) 259-0429 and ask for Mary Elizabeth Storjohann. Mary works from the Chula Vista, CA office.
How long has Mary been a financial advisor?
Mary has been in the industry since 2007, about 20 years. More experience than 67% of advisors in Chula Vista.
What licenses does Mary hold?
Series 66. Tap any license on this page to see what it allows.
Is Mary a fiduciary?
Mary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mary paid?
Allora Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mary for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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