Locally Owned and Operated Welcome Aboard, Olivia! Meet Your Professionals "A goal without a plan is just a wish."

Financial Advisors in San Luis Obispo and Santa Barbara Counties 

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.


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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.

Learn More About Retirement Planning
Schedule a<span style="font-family: var(--fmgFont);">&#160;Meeting With Us Today</span>

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.   


Book a 1 on 1 Consultation

How Much Do You Know About Investing?

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."

     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
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
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

Our Team

Bryan Foronjy, CFP®

Principal Wealth Manager

805-600-1600

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.

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Casey Marks

Wealth Manager

805-600-1610

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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Chris Bradley, CFA®

Wealth Manager Assistant

805-321-8865

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®).

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Jennifer Foronjy

Director of Client Relations

805-600-1620

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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Olivia Huebner

Wealth Manager Assistant

805-880-9444

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. 


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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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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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