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805-543-1033

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

Bryan Foronjy, CFP®

 

Principal Wealth Manager

805-543-1033

[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

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

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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Schedule A Meeting With Us

Foronjy Financial

Bryan established Foronjy Financial with the intention of providing his clients with exceptional investment advice and personalized service. As a certified financial planner™, 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.


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Contact

Foronjy Financial

Office: 805-543-1033

Office: 805-880-9444

401 Chapala St #105 Santa Barbara, CA 93101

956 Walnut St, #200

San Luis Obispo, CA 93401

Series 7, 9, 10, 66

[email protected]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

The Financial Consultants of Foronjy Financial are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group LLC, a registered investment advisor. Strategic Wealth Advisors Group LLC and Foronjy Financial are separate entities from LPL Financial.

The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: CA, FL, MI, MA, OR, AL, AZ, NV, NY, OH, VA and WA.