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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

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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Improve your investments with Professionally Managed Portfolios

Improve your investments with Professionally Managed Portfolios

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.


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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.

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Schedule Your Next Meeting With Us Today

Schedule Your Next 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 Your Next Meeting Here
Foronjy Financial, LLC BBB Business Review

Bryan Foronjy, CFP®

 

Principal Wealth Manager

805-543-1033

[email protected]

Bryan founded Foronjy Financial with the premise that clients truly appreciate 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 spent over a decade with Fidelity Investments in the Private Client Group before joining Foronjy Financial in May of 2018 as Director of Business Development.

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Foronjy Financial

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 toward a successful retirement using professional expertise coupled with a sophisticated software. At Foronjy Financial we make financial planning personal again.


Foronjy Financial

Foronjy Financial is a local private wealth management firm helping central coast residents with their Investments and Reitrement Planning.


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