As financial advisors in San Luis Obispo and Santa Barbara counties, we specialize in investment strategies, retirement planning, and wealth management.
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.
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.
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.
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.
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.
Founder and Principal Wealth Manager
Having grown up on the Central Coast, it was important for Bryan to stay focused on the needs of local area residents who valued a personal relationship with a seasoned practitioner who would always make time spent with his clients the highest priority.
Bryan established Foronjy Financial with the intention of providing his clients with exceptional investment advice and personalized service. As a CERTIFIED FINANCIAL PLANNER™, he helps his clients chart a course towards a successful retirement using professional expertise coupled with sophisticated software.
Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University.
Bryan grew up on the central coast of California and enjoys spending time in the sunshine with his wife and three children. On the rare occasion that he is not in the office or at home, Bryan can be found golfing or enjoying a game of chess.
Director of Business Development
Casey spent over a decade with Fidelity Investments mastering many areas of key expertise before joining Foronjy Financial as the 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.
When Casey is not hard at work , he can be found golfing or strolling the Santa Barbara waterfront with his fiance Hayley and his English Bulldog, London.
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.