Financial Services | Santa Barbara CA

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Bryan established Foronjy Financial with the intention of providing his clients with exceptional investment advice and personalized service. As a CERTIFIED FINANCIAL PLANNER®, professional, he helps his clients chart a course toward an independent retirement using professional expertise coupled with a sophisticated software. At Foronjy Financial we make financial planning personal again.

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Wealth Management

We help coordinate your professionals toward a unified vision of your finances. Delegate us to play the important role of facilitator and we will proactively reach out to all of the professionals involved in your financial situation.

Retirement Planning

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.

Investment Management

We design the ideal portfolio based on your plan objectives. We believe in long term investing, however we also recognize the potential for high volatility in the short-term. That is why we provide options that have the potential to mitigate many of the risks in your portfolio.

Long Term Care Planning

Allow our team of professionals to walk you through the process of identifying the need, exploring alternatives for coverage and ulimately modeling the cost to benefit analysis for long term care insurance.

Risk Management

Foronjy Financial leverages sophisticated technology to identify your unique risk number which is then used to optimize your retirement investments portfolio.

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The Companies We Work With

Raytheon Retirement Planning Specialist

Having worked through the complexities of Raytheon pensions, benefits and plan options numerous times, Bryan is uniquely qualified to help Raytheon employees create a strategy to retire with confidence. An example of a Raytheon-specific challenge is the fact that the Raytheon legacy pension only pays a flat monthly payment for life without a cost of living increase. We've discovered that many retirees have never considered the impact of a flat pension payment on your purchasing power in retirement. Through careful analysis we would love to help you account for this specific challenge as well.

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PG&E Retirement Planning Specialist

If you've worked at PG&E Diablo Canyon Nuclear Power Plant, they you may already have seen our Retirement Planning presentation by Founder Bryan Foronjy, CFP® at the Energy Education Center. After the announcement of the plant closure, it has become even more urgent to map out a plan for the next chapter in your life beyond PG&E. Having worked through the complexities of PG&E pensions, benefits and plan options numerous times, we are uniquely qualified to help you create a strategy to retire with confidence.