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 the potential cost of long term care.
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.
With the use of sophisticated technology, we can help you better understand how your current portfolio would withstand a down market.
Let us analyze your specific holdings to give you a realistic view of the risk your are truly taking.
At Foronjy Financial, we understand that your time is important. That's why why we offer our prospective clients the ability to schedule a brief introductory phone meeting right online. Rest assured that you'll find the time block that suits your busy schedule.
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. Along with obtaining his 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.
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.
Casey's office suite is located on the 4th floor of the Historic Granada Theatre Building overlooking State Street and the Pacific Ocean in downtown Santa Barbara.
Casey holds a FINRA series 7 registration through LPL Financial, and the series 66 registration through Strategic Wealth Advisors Group.
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.