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

805-543-1033

[email protected]

As a CERTIFIED FINANCIAL PLANNER™, Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering expert advice drawing from over a decade of professional experience.

 

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Casey Marks

Wealth Management Advisor

805-880-9444

[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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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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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