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Our Services

Investment Strategies

Investment Strategies

Our risk-optimized investment strategies are designed with you in mind. We also offer specialized strategies for those who target objectives such as income or hedging the market.

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Retirement Planning

Retirement Planning

Planning your retirement can be a complex and laborious task. But as the saying goes, people don't plan to fail, they fail to plan. Let us help you do the heavy lifting and get started with your plan today.

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Wealth Management

Wealth Management

Organizing your investments, your estate plan, your insurance and taxes can be a complex job. We help ensure that all of your professionals are working together to help achieve your unique set of goals.

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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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Foronjy Financial

Bryan Foronjy, CFP® established Foronjy Financial with the intention of providing his clients with exceptional investment advice and personalized service. As a CERTIFIED FINANCIAL PLANNER™ professional, he helps his clients chart a course toward a successful retirement using professional expertise coupled with a sophisticated software. At Foronjy Financial we make financial planning personal again.


Foronjy Financial, LLC BBB Business Review

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