Principal Wealth Manager
After working as a Senior Account Executive for Fidelity Investments for nearly a decade, Bryan decided on creating a practice focused on those clients who value a personal relationship with a seasoned practitioner who is likely to stick with them for the long term.
With that purpose in mind, we established Foronjy Financial with the intention of providing custom investment advice and personalized service for the long-term. As a CERTIFIED FINANCIAL PLANNER™, we help clients chart a course towards retirement through the use of sophisticated software. Having provided planning planning and investment services for more than a decade you can rely on us to provide sound and sanguine advice on the entirety of your finances.
Along with the CERTIFIED FINANCIAL PLANNER™ designation, Bryan holds FINRA series 7, 9 and 10 registrations through LPL Financial, and the series 66 registration through Strategic Wealth Advisors Group, LLC.
Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University. On the rare occasion that he is not in the office, Bryan can be found golfing, enjoying a game of chess or spending time with his wife and his three children.