Wealth Manager • Central Coast, California

Casey Marks

Wealth Manager, Foronjy Financial

A wealth manager in Santa Barbara and San Luis Obispo helping individuals and families plan for retirement, manage investments, and make confident decisions with a clear, personalized plan.

Book a Meeting 805-600-1610

Casey Marks, wealth manager in Santa Barbara, California

RetirementSpecializing in retirement planning

InvestmentsPersonalized investment management

FiduciaryAdvice in a fiduciary capacity

2 OfficesSanta Barbara & San Luis Obispo

Meet Casey

Casey Marks is a wealth manager at Foronjy Financial who helps individuals and families across California’s Central Coast feel truly at ease with their financial future, turning complex decisions into confident ones.

Casey specializes in retirement planning and investment management, taking the time to understand each client’s unique goals and circumstances so they can make decisions with confidence, not confusion. He believes that great financial guidance is not just about numbers; it is about building trust and providing the kind of steady support that makes even the most complex decisions feel manageable.

That trust-first approach shapes every relationship Casey builds. Rather than pushing one-size-fits-all answers, he listens closely, maps each client’s priorities, and helps them see a clear path forward, whether they are preparing for retirement, managing their investments, or simply looking for a committed partner along the way.

When he is not working with clients, you will likely find Casey exploring the California coastline, experimenting in the kitchen, or planning the next travel adventure with his wife Hayley. At home, their sheepadoodle Archie keeps things lively and makes sure there is never a dull moment.

Services Casey Provides

Retirement Planning

Custom strategies designed to help you enter retirement with confidence and dependable income.

Investment Management

Thoughtful portfolio strategies built around your goals, time horizon, and comfort with risk.

Wealth Management

A coordinated approach to help get your entire financial life back into good working order.

Risk Mitigation

We help you identify and potentially mitigate the key risks that could affect your long-term plan.

Ongoing Tax Planning

Proactive, year-round planning that seeks to minimize the taxes you pay over a lifetime.

Retirement Income

Guidance on Social Security timing and income sources to help fund the retirement you envision.

Areas Casey Serves

Based on California's Central Coast with offices in Santa Barbara and San Luis Obispo, Casey works with clients across the region and, for those who prefer it, remotely by phone, email, and video from anywhere.

Santa Barbara

Retirement and investment guidance for professionals and families along the South Coast.

San Luis Obispo

Planning support for SLO residents preparing for and living in retirement.

Santa Maria

Wealth strategies for Santa Maria Valley households and business owners.

Paso Robles

Guidance for North County families, growers, and small-business owners.

Pismo Beach

Retirement income planning for coastal retirees and pre-retirees.

Arroyo Grande

Investment management for Five Cities residents building long-term wealth.

Goleta

Financial planning for tech and university professionals near Santa Barbara.

Montecito

Coordinated wealth management for established Montecito households.

Atascadero

Steady, personalized guidance for growing North County families.

Let's Start a Conversation

Getting your finances in order shouldn't be stressful. Schedule a no-pressure introductory call with Casey and see how clear your next steps can be.

Book a Meeting Or call 805-600-1610

Frequently Asked Questions

Is Casey Marks a fiduciary financial advisor?

Casey works within Foronjy Financial, a registered investment adviser that provides advice in a fiduciary capacity. That means recommendations are made with your best interests in mind. To confirm current registration details, you can review the firm's records on the SEC's adviser information website or ask Casey directly during an introductory conversation.

What does a wealth manager like Casey do?

As a wealth manager, Casey focuses on retirement planning and investment management, helping clients coordinate the moving parts of their financial life. He takes time to understand each person's goals and circumstances, then builds a clear, personalized plan so decisions feel manageable rather than overwhelming.

What areas does Casey serve?

Casey serves clients across California's Central Coast, with offices in Santa Barbara and San Luis Obispo. He also works with clients throughout the region, including Santa Maria, Paso Robles, Pismo Beach, and the Five Cities. When it is more convenient, he meets remotely by phone, email, and video.

What makes working with Casey different?

Casey believes great financial guidance is about more than numbers. He leads with trust and steady support, taking the time to understand what matters most to you so that even complex decisions feel clear. Clients work with a committed partner who is genuinely invested in helping them feel at ease about the future.

Who is Casey's ideal client?

Casey works well with individuals and families who want a trusted partner for retirement planning and investment management, especially those nearing or entering retirement. If you value clear communication and a personalized plan over confusion and guesswork, you will likely feel at home working with Casey.

How do I schedule a meeting with Casey?

Getting started is simple. You can call Casey at 805-600-1610 or book an introductory meeting online to talk through your goals and see whether working together is the right fit. There is no pressure, just a straightforward conversation about where you are and where you want to go.