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Planning

Retirees Don't Plan to Fail, But Sometimes They Fail to Plan


Our highest priority is helping you create a lasting plan for yourself and your family.

We want to learn more about your personal situation, identify your dreams and goals, and understand your true risk tolerance.

Building long-term relationships through open and honest communication has been the cornerstone of our success.

Meet Our Team of Planning Professionals

Experience Truly Personalized Retirement Planning


Our Investment professionals look forward to exploring each of the following questions with you in detail to help you feel more confident about your plan.

"Do I have enough saved to get me through retirement?"

"Would I run out of money spending at my current rate?"

"Am I taking on the right amount of investment risk in Retirement?"

"Would my family have enough if I died tomorrow?"  

"Would a Long Term Care policy help me if I had a need for extended care?"


Schedule a Planning Consultation Today

Bryan Foronjy, CFP®

 

Founder and Principal Wealth Manager

805-543-1033

[email protected]

After working as a Senior Account Executive for Fidelity Investments for nearly a decade, Bryan decided on creating a practice focused on those clients who value a personal relationship with a seasoned practitioner who is likely to stick with them for the long term.

With that purpose in mind, we established Foronjy Financial with the intention of providing custom investment advice and personalized service for the long-term. As a CERTIFIED FINANCIAL PLANNER™, we help clients chart a course towards retirement through the use of sophisticated software.  Having provided planning planning and investment services for more than a decade you can rely on us to provide sound and sanguine advice on the entirety of your finances.

Along with the CERTIFIED FINANCIAL PLANNER™ designation, Bryan holds FINRA series 7, 9 and 10 registrations through LPL Financial, and the series 66 registration through Strategic Wealth Advisors Group, LLC.

Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University.  On the rare occasion that he is not in the office, Bryan can be found golfing, enjoying a game of chess or spending time with his wife and his three children.

Casey Marks

Director of Business Development

805-880-9444

[email protected]

Casey brings to his work a level of professionalism, engagement and a personal touch that lends very well to the way Foronjy Financial serves our distinct clientele.

Casey spent over a decade with Fidelity Investments mastering many areas of key expertise before joining Foronjy Financial as the Director of Business Development.

When Casey is not hard at work , he can be found golfing or strolling the Santa Barbara waterfront with his wife Hayley and his English Bulldog, London.

Learn More About Our Award Winning Software and Comprehensive Planning Process.  Watch Our Video Below.

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