Certified Financial Advisor CFP® in San Luis Obispo and Santa Barbara

Financial Freedom

Pursuing Your Goals Together

Feel the difference working with experienced, responsive, and courteous Wealth Management practitioners.

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Solutions to Reach Your Financial Goals

We understand that your time is valuable, and our goal is to help you get more of your time back. When your financial picture is in order, you have time to spend doing what you enjoy. Let the professionals at Foronjy Financial take that burden off your shoulders so you can get back to the things that matter most.

You can easily schedule an office or virtual phone meeting online.

How We Help

Locally Owned
And Operated

Although we can provide financial services in most states, we have particular expertise in California. As California financial advisors, we have a deep understanding of the unique tax laws, industries, and the economic climate we share with our neighbors. Working with a CFP® in California means having a Fiduciary in your corner who has your best interests at heart.

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Minimize Taxes, Protect Investments and Generate Additional Income

Investing can often be a matter of time and patience–getting through the ups and downs of market volatility and changes. Investing can also be complicated, so let us take the weight off your shoulders. Feel the relief of delegating the challenging task of managing your investment plan so that you can focus on enjoying the things you love.

Book a Meeting

Wealth Management

As your delegated facilitator, we will help coordinate your professionals as a unified team focused on a solid vision of your financial trajectory. Your attorney, CPA, Life Coach, and anyone else who plays a part in your finances will be a member of your team, working for your good. This means your estate plan, your lifestyle goals, your investments, savings, and your taxes will all be aligned, organized, and optimized.

Risk
Mitigation

Foronjy Financial leverages sophisticated technology to identify your unique risk number which is then used to optimize your retirement investments portfolio.

Retirement Solutions

Our highest priority is helping you create a lasting plan for yourself and your family.

We want to learn more about your situation, identify your dreams and goals, and understand your true risk tolerance. This not only helps us get to know you personally but enables us to create a working plan to get you where you want to go financially.

Portfolio Management

We design the ideal portfolio for you, based on your objectives. We believe in long-term investing, however, we also recognize the potential for high volatility in the short term. That is why we provide options that have the potential to mitigate many of the risks in your portfolio.

<sup>About Us</sup><br/>Forging A Path Together

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Forging A Path Together

Financial freedom doesn’t just happen. It requires careful planning and informed financial decision-making. Life holds no guarantees, but we believe that with the right planning, discipline, and investment management, everyone can achieve financial freedom. Let’s make it happen together!

We understand that your time is valuable, and ultimately our goal is to save you time. You can schedule an office or virtual phone meeting with us using the link below. We can’t wait to meet you!

Meet The Team

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Hear What
Our Clients Have To Say

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Ready For Retirement?

A detailed plan takes into account everything from your grocery budget to your investment allocation, and everywhere in between. We strive to educate you regarding the major risks in retirement and how best to deal with them.

Providing Solutions In Your Area

We still believe that the most productive format for a financial consultation remains the in-person office meeting.

Call us 'old fashioned' if you like, but in our opinion the office is still sacred ground for productive conversations that lead to decisive action.

This doesn't mean that we don't offer phone and virtual consultations as well, but it does mean that we plan to continue offering office visits long into the future. We hope you agree!

Please reach out and schedule a time for us to meet. We would love to help you take charge of your finances and prepare for the future with confidence.

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Santa Barbara County

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San Luis Obispo County

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We Want To Hear From You

Getting your finances in order shouldn't be a stressful event, so we've created a simple process to help get you on the right path. Simply schedule your initial on-boarding welcome call and discover how easy becoming a new client can truly be.

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Financial Freedom

What We DoSolutions to Reach Your Financial Goals

Locally Owned And Operated

How We HelpMinimize Taxes, Protect Investments and Generate Additional Income