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Investment Strategies

Managed Portfolios

Our Managed Portfolio provides investors with an optimal risk-reward dynamic while employing a sector-emphasis methodology.

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Individual Stock Portfolios

An individual stock portfolio seeks to own companies that exhibit positive price momentum alongside attractive fundamentals.

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Fixed Income Portfolios

Fixed Income strategies can provide the opportunity for steady cash flow and price stability, even during periods of market turbulence.

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Bryan Foronjy, CFP®

 

Founder and Principal Wealth Manager

805-543-1033

[email protected]

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.

 

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Casey Marks

Director of Business Development

805-880-9444

[email protected]

Casey brings to his work a level of professionalism, engagement and a personal touch that lends very well to the way Foronjy Financial serves our distinct clientele. Casey spent over a decade with Fidelity Investments mastering many...

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Bryan Foronjy (@centralcoastcfp) | Twitter

The latest Tweets from Bryan Foronjy (@centralcoastcfp). Bryan Foronjy is the founder of Foronjy Financial (Santa Barbara & SLO County) Securities offered through LPL Financial, Member https://t.co/17C89ynmA1 https://t.co/ByaEosqmwH. San Luis Obispo, CA