Mary E. Storjohann

ALLORA WEALTH

CHULA VISTA, CA

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CRD#: 4798603

Professional summary

Mary Elizabeth Storjohann, CFP®, who also goes by Mary Beth Pavia, Mary Elizabeth Pavia, Mary Beth Storjohann, is a registered financial advisor currently at ALLORA WEALTH, LLC located in Chula Vista, California.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mary has worked at 8 firms and has passed the Series 66, Series 31 and Series 7 exams.

Core Areas of Focus

Business Owners

Cash Flow/Budgets/Credit Issues

College/Education Planning

Corporate Executives

Entrepreneurs

Federal Employees

Biography

Mary Beth offers fee-only financial planning. She is on a mission to empower her generation to get on the right financial track by helping them to make smart, educated decisions with their money. She utilizes a fun and educational approach in working with professional and entrepreneurial women, young couples and families, and military families to help them organize and gain confidence and clarity in their financial lives

Question & Answer

What are your service offerings?

Insurance Planning

Comprehensive Financial Planni...

Life Transitions

Retirement Planning

Employee and Employer Plan Ben...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Mary Beth Pavia | Mary Elizabeth Pavia | Mary Beth Storjohann

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Storjohann's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 149777

CARLSBAD, CA

Past

November 19, 2007 - August 9, 2013

VANTAGE WEALTH

RIA

CRD#: 7059

SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/18/2025)

IAR

Texas
(7/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/9/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 11/19/2010

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/18/2010

General Securities Representative Examination

Current Firm

ALLORA WEALTH, LLC

CRD#: 336562 / SEC#:

California

Registered Investment Advisory firm - (6/18/2025 Approved)

Texas

Registered Investment Advisory firm - (7/1/2025 Conditional Restricted)

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Contact information

Main Address

Chula Vista, CA

Mailing Address

302 Washington Street #150-68, San Diego, CA 92103

Phone number

(619) 259-0429

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	89
AUM (Assets Under Management)	$ 11,705,304

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Mary E. Storjohann

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Storjohann's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLORA WEALTH, LLC

ABACUS WEALTH PARTNERS

WORKABLE WEALTH

MORGAN STANLEY

MORGAN STANLEY

VANTAGE WEALTH

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2010

Series 31

Date: 11/19/2010

Series 7

Date: 10/18/2010

Current Firm

ALLORA WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALLORA WEALTH, LLC

TRUST BUT VERIFY

Contact information

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