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.
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.
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.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."
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.
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.
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®).
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 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.
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.
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
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