Emily Goodman, CFP®
Wealth Manager, Foronjy Financial
A fiduciary wealth manager in San Luis Obispo and Santa Barbara helping families balance today and tomorrow through comprehensive financial planning and thoughtful investment management.
Book a Meeting 805-702-8510
Meet Emily
Emily Goodman is a CERTIFIED FINANCIAL PLANNER™ professional and wealth manager at Foronjy Financial, combining an analytical mind with a commitment to helping clients balance their needs for today and tomorrow through comprehensive planning and investment management.
Emily has always had a knack for analytics, strategy, and numbers while keeping an eye on the big picture. She graduated cum laude from New York University with a degree in Fine Arts, then earned a Certificate in Financial Planning from Boston University before obtaining the CFP® certification so she could pursue her goal of providing holistic financial planning to the clients she serves.
Her path to financial planning was anything but ordinary, and that diverse career helps her connect with clients on many levels. Before entering the profession, Emily worked as a wine buyer in Portland, Oregon, supplying grocery shelves with fine wines from around the world, managing budgets, tracking inventory, and taking copious tasting notes. That blend of creativity, discipline, and detail now shapes how she builds plans for the families she works with.
Emily, her husband, and their four children live in Los Osos, where she grew up. When she is not at the office, you will find her planting in her greenhouse, digging in her garden, keeping up on the latest wine trends, and coaching soccer. If she is lucky enough to find the time, she also enjoys the daily Wordle and the Sunday crossword.
Services Emily Provides
Wealth Management
Comprehensive management designed to get your entire financial life back into good working order.
Financial Planning
Holistic, big-picture planning that balances your needs for today with your goals for tomorrow.
Investment Management
Thoughtful investment strategies sought with the potential to deliver better long-term outcomes.
Ongoing Tax Planning
Proactive, year-round planning that seeks to minimize the taxes you pay over a lifetime.
Roth Conversions
Analysis of whether converting to a Roth fits your income, timeline, and tax picture.
Preserving Your Legacy
Estate strategies that help protect what you’ve built and pass it on with intention.
Areas Emily Serves
Emily works with clients from Foronjy Financial’s offices in San Luis Obispo and Santa Barbara, and serves families throughout California’s Central Coast. A Los Osos native, she loves meeting clients in person, and also works seamlessly by phone, email, and Zoom for those who prefer to meet remotely.
San Luis Obispo
One of Foronjy Financial’s offices, serving business owners and pre-retirees planning for Central Coast life.
Los Osos
Emily’s hometown, offering neighbors and local families holistic, relationship-driven financial planning.
Santa Barbara
Home to a second office, serving established professionals and retirees navigating a high cost of living.
Morro Bay
Planning and investment guidance for coastal residents balancing lifestyle with long-term security.
Pismo Beach
Retirement income and investment planning for coastal residents entering their next chapter.
Arroyo Grande
Comprehensive planning for families and business owners across the Five Cities area.
Paso Robles
Support for wine-country business owners and landowners balancing growth with retirement goals.
Santa Maria
Practical, plain-spoken advice for working professionals and families building toward retirement.
Central Coast & Beyond
Remote planning by phone, email, and Zoom for clients throughout the region and across California.
Let’s Build Your Plan
Getting your finances in order shouldn’t be stressful. Schedule a no-pressure introductory call and see how straightforward working with a fiduciary CFP® professional can be.
Book a Meeting Or call 805-702-8510Frequently Asked Questions
Is Emily Goodman a fiduciary financial advisor?
Yes. Emily Goodman is a fiduciary financial advisor, and Foronjy Financial LLC is a registered investment adviser. As a fiduciary, Emily is held to a standard that requires her to act in her clients’ best interests when providing investment advice, offering guidance built around each client’s goals rather than product sales.
What are Emily Goodman’s credentials and experience?
Emily is a CERTIFIED FINANCIAL PLANNER™ professional. She graduated cum laude from New York University with a degree in Fine Arts, earned a Certificate in Financial Planning from Boston University, and then completed the CFP® certification. Her background also includes a career outside finance that sharpened her analytical skills and big-picture thinking.
Where is Emily Goodman located and what areas does she serve?
Emily works from Foronjy Financial’s offices in San Luis Obispo and Santa Barbara and serves clients across California’s Central Coast, including Los Osos, Morro Bay, Pismo Beach, Arroyo Grande, Paso Robles, and Santa Maria. She meets clients in person and also works remotely by phone, email, and Zoom for those who prefer it.
What makes Foronjy Financial different?
Foronjy Financial is an independent, locally owned firm led by CFP® professionals. As Central Coast advisors, Emily and the team understand the region’s tax landscape, major employers, and high cost of living, and they focus on delivering personalized fiduciary advice and a lasting relationship rather than a one-size-fits-all approach.
Who does Emily Goodman work with?
Emily works with individuals and families on California’s Central Coast who want holistic, comprehensive financial planning. She helps clients balance their needs for today and tomorrow, bringing together financial planning and investment management so they can pursue their goals with a clear, thoughtful plan.
How do I schedule a meeting with Emily Goodman?
You can schedule an introductory call directly through the booking link on this page, or call the office at 805-702-8510. Emily uses a simple welcome call to learn about your situation and goals, so you can see what working together would look like before making any decisions.