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Financial Advisors in San Luis Obispo and Santa Barbara Counties

We specialize in creating your personalized plan including a clear investment strategy, retirement vision, and wealth management.

Investment Strategies

Our risk-optimized investment strategies are designed with you in mind.  We also offer specialized strategies for those who target objectives such as income or hedging the market.

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Retirement Planning

Planning your retirement can be a complex and laborious task.  But as the saying goes, people don't plan to fail, they fail to plan.  Let us help you do the heavy lifting and get started with your plan today. 

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Wealth Management

Organizing your investments, your estate plan, your insurance and taxes can be a complex job. We help ensure that all of your professionals are working together to help achieve your unique set of goals.  

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Retire by Design, Not by Chance

A detailed plan takes into account everything from your grocery budget to your investments to the potential cost of long term care, and everywhere in between.

Although we cannot remove all risks from your retirement plan, we strive to educate you regarding the major risks in retirement and how best to deal with them, providing you valuable perspective on your own situation.

Let Us Help to Solve Your Retirement Puzzle

Allow us to stress test your portfolio against a bear market

With the use of sophisticated technology, we can help you better understand how your current portfolio would (or would not) withstand a down market.

Let us analyze your specific holdings to give you a realistic view of the risk your are truly taking as well as providing you with a concrete recommendation for how to best invest your retirement funds going forward.

Our experts are here to help so please reach out for a consultation today.

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Let's Have a Conversation

At Foronjy Financial, we understand that your time is important. That's why why we offer you the ability to schedule a phone meeting right online.  Rest assured that you'll find the time block that suits your busy schedule.  

Take a look at our availability and book your meeting below.

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Bryan Foronjy, CFP®

 

Founder and Principal Wealth Manager

805-543-1033

[email protected]

Bryan decided on creating a practice focused on those clients who value a personal relationship with a seasoned practitioner who is likely to stick with them for the long term.

 

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Casey Marks

Director of Business Development

805-880-9444

[email protected]

Casey brings to his work a level of professionalism, engagement and a personal touch that lends very well to the way Foronjy Financial serves our distinct clientele. Casey spent over a decade with Fidelity Investments mastering many...

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