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Services

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

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

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®

 

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.

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