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.
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.
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.
Bryan Foronjy, CFP®
Founder and Principal Wealth Manager
After working as a Senior Account Executive for Fidelity Investments for nearly a decade, 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.
With that purpose in mind, we established Foronjy Financial with the intention of providing custom investment advice and personalized service for the long-term. As a CERTIFIED FINANCIAL PLANNER™, we help clients chart a course towards retirement through the use of sophisticated software. Having provided planning planning and investment services for more than a decade you can rely on us to provide sound and sanguine advice on the entirety of your finances.
Along with the CERTIFIED FINANCIAL PLANNER™ designation, Bryan holds FINRA series 7, 9 and 10 registrations through LPL Financial, and the series 66 registration through Strategic Wealth Advisors Group, LLC.
Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University. On the rare occasion that he is not in the office, Bryan can be found golfing, enjoying a game of chess or spending time with his wife and his three children.
Casey Marks
Director of Business Development
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 areas of key expertise before joining Foronjy Financial as the Director of Business Development.
When Casey is not hard at work , he can be found golfing or strolling the Santa Barbara waterfront with his wife Hayley and his English Bulldog, London.