Chartered Financial Analyst • Central Coast, California
Chris Bradley, CFA®
Portfolio Manager, Foronjy Financial
A Chartered Financial Analyst in San Luis Obispo and Santa Barbara managing portfolios, trading, and rebalancing for Foronjy Financial clients with a disciplined, tax-aware approach and a clear plan.
Book a Meeting 805-600-1630
Meet Chris
Chris Bradley is a Chartered Financial Analyst (CFA®) and Portfolio Manager at Foronjy Financial, a fiduciary firm serving business owners, pre-retirees, and retirees along California’s Central Coast with disciplined, relationship-driven investment management.
Chris earned a degree in Economics from Wheaton College (IL) in 2013. He spent the next four years at First Trust Advisors on their Leveraged Finance team, where he earned the Chartered Financial Analyst (CFA®) designation, one of the most rigorous credentials in investment management. That training shapes the way he evaluates risk and builds portfolios today.
Before returning to finance, Chris spent four years with a youth-oriented nonprofit, an experience that sharpened the relationship-centered, people-first approach he brings to every client. He joined Foronjy Financial in 2023, where his responsibilities span portfolio management, trading, account rebalancing, and client service, blending analytical rigor with genuine care for the families he serves.
At home on the Central Coast, Chris spends most of his free time raising three young children, Ziggy, Scottee, and Tevve, alongside his wife Beks. Outside the office, you will likely find him outdoors with a golf club in hand or hunting for the best breakfast burrito the Central Coast has to offer.
Services Chris Provides
Wealth Management
Comprehensive management designed to get your entire financial life back into good working order.
Retirement Solutions
Custom strategies built to optimize your plan and generate dependable income in retirement.
Portfolio Management
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.
Risk Mitigation
Identifying and helping reduce the key risks in your plan so your portfolio stays aligned with your goals.
Areas Chris Serves
Chris works with clients from Foronjy Financial’s offices in San Luis Obispo and Santa Barbara, and serves families across California’s Central Coast. While the team loves meeting clients in person over coffee, they also work seamlessly by phone, email, and Zoom for those who prefer to meet remotely.
San Luis Obispo
Home to one of Foronjy Financial’s offices, supporting business owners and pre-retirees planning for life on the Central Coast.
Santa Barbara
Portfolio and wealth management for established professionals and retirees navigating a high cost of living.
Montecito
Disciplined, tax-aware investment management for affluent families focused on efficiency and legacy.
Goleta
Guidance for tech and aerospace professionals, including employees of major regional employers.
Pismo Beach
Retirement income and investment planning for coastal residents entering their next chapter.
Arroyo Grande
Comprehensive portfolio management 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 investment management 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.
Your Journey, Our Guidance
Let’s Build Your Plan
Getting your investments in order shouldn’t be stressful. Schedule a no-pressure introductory call and see how straightforward working with a Chartered Financial Analyst and the Foronjy Financial team can be.
Book a Meeting Or call 805-600-1630Frequently Asked Questions
Is Chris Bradley a fiduciary financial advisor?
Chris is a Portfolio Manager at Foronjy Financial LLC, a registered investment adviser. In its advisory capacity, the firm is held to a fiduciary standard that requires it to act in clients’ best interests when providing investment advice. Chris supports that commitment by managing portfolios with a disciplined, client-focused approach rather than product sales.
What are Chris Bradley’s credentials and experience?
Chris is a Chartered Financial Analyst (CFA®), one of the most rigorous designations in investment management. He holds a degree in Economics from Wheaton College and earned his CFA® charter during four years on the Leveraged Finance team at First Trust Advisors before joining Foronjy Financial as a Portfolio Manager in 2023.
Where is Chris Bradley located and what areas does he serve?
Chris works from Foronjy Financial’s offices in San Luis Obispo and Santa Barbara and serves clients across California’s Central Coast, including Montecito, Goleta, Pismo Beach, Arroyo Grande, Paso Robles, and Santa Maria. He meets clients in person and also works remotely by phone, email, and Zoom for those who prefer it.
What does a Portfolio Manager do at Foronjy Financial?
As Portfolio Manager, Chris handles portfolio management, trading, account rebalancing, and client service. He builds and maintains investment strategies designed to pursue better outcomes while managing risk, working alongside the Foronjy Financial team so each client’s plan stays aligned with their goals.
Who does Chris Bradley work with?
Chris works with Foronjy Financial clients on California’s Central Coast, including business owners, pre-retirees, and retirees who want disciplined, tax-aware investment management. Many value having a Chartered Financial Analyst focused on the investment side of a clear, written financial plan.
How do I schedule a meeting with Chris Bradley?
You can schedule an introductory call directly through the booking link on this page, or call the office at 805-600-1630. Foronjy Financial uses a simple onboarding welcome call to learn about your situation and goals, so you can see what working together would look like before making any decisions.