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.
Schedule a 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.
Our Team
Bryan Foronjy, CFP®
Principal Wealth Manager
Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from nearly two decades of professional experience in the financial services industry.
Casey Marks
Wealth Manager
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.
Chris Bradley, CFA®
Wealth Manager Assistant
As Wealth Manager Assistant Chris has a wide variety of responsibilities including Client Service, Account Rebalancing, Compliance Supervision, and Firm Operations. He also holds the designation of Chartered Financial Analyst (CFA®).
Jennifer Foronjy
Director of Client Relations
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.
Olivia Huebner
Wealth Manager Assistant
Olivia serves as a Wealth Manager Assistant in our Santa Barbara office where her duties include client outreach, compliance oversight and account maintenance. Olivia graduated from Westmont College where she studied Economics and Business.
