Broker Check

PG&E Retirement Planning Specialist

Helping PG&E Employees plan for their unique set of Retirement challenges.

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

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.

Visit us in our San Luis Obispo Office

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.

Read more

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.

Read more

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.

Read more

Chris Bradley, CFA®

Wealth Manager Assistant

805-600-1630

[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®).

Read more

Olivia Huebner

Wealth Manager Assistant

805-600-1640

[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. 


Read more

Have a Question

Thank you!
Oops!