Mary Jo Chorbagian, CFP®

Mary Jo entered the financial services industry in 1982, serving her clients as both an Enrolled Agent and a financial planner. Throughout her career, she has worked with individuals, small businesses, and professionals. Mary Jo’s husband, John, joined the practice in 1997, and together they developed personal financial plans for their clients until his passing in 2005. Mary Jo and John’s primary goals were to serve their clients with integrity and to provide a positive experience through financial planning and education. Since John’s passing, she has continued to help clients work toward their financial goals.

Mary Jo is a proud 53-year resident of Orange and Villa Park, California. She has two sons, two daughters-in-law, and four grandchildren. Outside of her professional work, Mary Jo has served on school committees, the School Site Council, as a member of the local Little League, and as a member of the City of Villa Park Investment Committee.

Mary Jo graduated from California Polytechnic University, Pomona, with a BS in Accounting. She is enrolled to practice before the IRS, holds a California Life Insurance License, and holds FINRA Series 6 and 63 licenses through LPL Financial. In 1987, Mary Jo earned her CERTIFIED FINANCIAL PLANNER™ certification.