Principal Wealth Manager
As the Principal Wealth Manager and founder of Foronjy Financial, Bryan created a practice for clients that truly appreciate a personal relationship with a seasoned practitioner who intends to stick with them for the long term.
As a CERTIFIED FINANCIAL PLANNER™ professional, Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from over a decade of professional experience. Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University. Before founding Foronjy Financial in 2015, Bryan worked for a decade as a Senior Account Executive at Fidelity Investments in Santa Barbara, CA.
Bryan's interest in finances began at a young age. As young at 9 years old, Bryan delivered newspapers to a senior citizens mobile home park community where many of the residents lived through the great depression. They would stress upon Bryan the importance of saving a percentage of his meager paperboy earnings each month, which he took to heart.
As a college student, Bryan was drawn to classes that emphasized the importance of applying financial skills to help mom and pop clients, rather than traditional banking. It was from those curriculum that Bryan discovered his passion for investments, portfolio management, tax strategies, estate planning and insurance strategies for families and individuals.
During his tenure with Fidelity Investments, he ascended to the highest position within the client facing retail brokerage organization. It was there that he spent nearly a decade serving the investment needs of affluent clients up and down the central coast of California. He earned his CERTIFIED FINANCIAL PLANNER™ professional designation in 2010 after passing the exam widely considered to be the most challenging in the Investment Advisor Professional's designation options.
While not in the office, Bryan keeps a healthy work-life balance by coaching his childrens sports teams, exercising regularly, enjoying a game of chess, or spending time outdoors with his wife and three children.
Foronjy Financial and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.