PG&E Retirement Planning Specialist
Helping PG&E Employees plan for their unique set of Retirement challenges.
If you've worked at PG&E Diablo Canyon Nuclear Power Plant, they you may already have seen our Retirement Planning presentation by Founder Bryan Foronjy, CFP® at the Energy Education Center.
After the announcement of the plant closure, it has become even more urgent to map out a plan for the next chapter in your life beyond PG&E.
Having worked through the complexities of PG&E pensions, benefits and plan options numerous times, we are uniquely qualified to help you create a strategy to retire with confidence.
We pay attention to the details
An example of a PG&E specific challenge is the fact that the PG&E legacy pension only pays a flat monthly payment for life without a cost of living increase.
So consider that even if inflation is 3% going forward, the payment amount you receive starting at retirement will feel like half of that amount in only 24 years (in terms of purchasing power).
We've discovered that many retirees have never considered the impact of a flat pension payment on your purchasing power in retirement. Through careful analysis we would love to help you account for this specific challenge as well.
Bryan Foronjy, CFP®
Principal Wealth Manager
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.
Casey Marks
Wealth Manager
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.
Jennifer Foronjy
Director of Client Relations
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.
Chris Bradley, CFA®
Wealth Manager Assistant
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®).
Olivia Huebner
Wealth Manager Assistant
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.
Emily Goodman CFP®
Wealth Manager
Emily combines her knowledge as a Wealth Advisor with a commitment to helping clients balance their needs for today and tomorrow through comprehensive financial planning and investment management. Her diverse career helps Emily...