Planning
Retirees Don't Plan to Fail, But Sometimes They Fail to Plan
Our highest priority is helping you create a lasting plan for yourself and your family.
We want to learn more about your personal situation, identify your dreams and goals, and understand your true risk tolerance.
Building long-term relationships through open and honest communication has been the cornerstone of our success.
Experience Truly Personalized Retirement Planning
Our Investment professionals look forward to exploring each of the following questions with you in detail to help you feel more confident about your plan.
"Do I have enough saved to get me through retirement?"
"Would I run out of money spending at my current rate?"
"Am I taking on the right amount of investment risk in Retirement?"
"Would my family have enough if I died tomorrow?"
"Would a Long Term Care policy help me if I had a need for extended care?"
Bryan Foronjy, CFP®
Principal Wealth Manager
Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from nearly two decades of professional experience in the financial services industry.
Casey Marks
Wealth Manager
As a Wealth Management Advisor at Foronjy Financial, Casey brings his depth of industry knowledge, strong work ethic, and his positive attitude to the team.
Chris Bradley, CFA®
Wealth Manager Assistant
As Wealth Manager Assistant Chris has a wide variety of responsibilities including Client Service, Account Rebalancing, Compliance Supervision, and Firm Operations. He also holds the designation of Chartered Financial Analyst (CFA®).
Jennifer Foronjy
Director of Client Relations
As the Director of Client Relations at Foronjy Financial, Jennifer focuses her time and energy on creating an authentic, world class experience for all clients.
Olivia Huebner
Wealth Manager Assistant
Olivia serves as a Wealth Manager Assistant in our Santa Barbara office where her duties include client outreach, compliance oversight and account maintenance. Olivia graduated from Westmont College where she studied Economics and Business.