Investment Management with a Team Approach "A goal without a plan is just a wish."

Financial Advisors in San Luis Obispo and Santa Barbara Counties

We will create your personalized plan including a clear retirement vision, a focused investment strategy, and insightful wealth management.

Help Improve your Investments with a Professionally Managed Portfolio

Help Improve your Investments with a Professionally Managed Portfolio

Investing can be complicated so let us take the weight off of your shoulders.

Feel the relief of delegating the challenging task of managing your investment plan so that you can get back to enjoying  the things you love.


Learn More About Our Managed Portfolios
     A 401(k) Can Play a Key Role in Your Retirement Strategy

A 401(k) Can Play a Key Role in Your Retirement Strategy

  • Gather powerful information that could potentially save you thousands in taxes and fees
  • Learn tips to help put you one step ahead in your retirement preparations
  • Learn how to avoid critical 401(k) mistakes that can be difficult to correct
Take Charge of Your 401k
Schedule Your First Meeting With Us Today

Schedule Your First Meeting With Us Today

We understand that your time is valuable, and ultimately our goal is to offer your more of your time back. 

We offer you the ability to schedule an office or virtual phone meeting right online. 

Rest assured that you'll find the time block below that suits your busy schedule.  


Book a 1 on 1 Consultation
Retire by Design, Not by Chance

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.

Learn More About Retirement Planning
These Facts May Help You Maximize Your Benefits

These Facts May Help You Maximize Your Benefits

  • Discover situations when it might make sense to wait to collect your Social Security benefits
  • Learn why your benefit amount may depend on your retirement age
  • Figure out how your Social Security benefits are calculated
4 Critical Social Security Facts

Bryan Foronjy, CFP®

 

Principal Wealth Manager

805-543-1033

[email protected]

As a CERTIFIED FINANCIAL PLANNER™, Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering expert advice drawing from over a decade of professional experience.

 

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Casey Marks

Wealth Management Advisor

805-880-9444

[email protected]

As a Wealth Management Advisor at Foronjy Financial, Casey brings his depth of industry knowledge, strong work ethic, and his positive attitude to the team.

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Jennifer Foronjy

Director of Client Relations

805-600-1620

[email protected]

As the Director of Client Relations at Foronjy Financial, Jennifer focuses her time and energy on creating an authentic, world class experience for all clients.

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Managing Your Estate is a Key Financial Choice

Managing Your Estate is a Key Financial Choice

  • Learn the critical elements worth considering when creating your estate strategy
  • Take steps to help manage stress and confusion for your loved ones
  • Understand the estate benefits of certain tools and what they mean for you and your family
Understanding Your Estate
Investment Strategies

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

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

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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Foronjy Financial, LLC BBB Business Review


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CA Insurance License Number 0F84170

Bryan Charles Foronjy

956 Walnut St Suite 200 San Luis Obispo, CA 93401

401 Chapala St Suite 105 Santa Barbara, CA 93401

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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