Investment Strategies

Managed Portfolios

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

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 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®

Principal Wealth Manager

805-600-1600

[email protected]

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

[email protected]

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

[email protected]

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

[email protected]

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

[email protected]

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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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

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