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, CFP®

 

Principal Wealth Manager

805-543-1033

[email protected]

Bryan founded Foronjy Financial with the premise that clients truly appreciate a personal relationship with a seasoned practitioner who is likely to stick with them for the long term.

 

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Casey Marks

Wealth Management Advisor

805-880-9444

[email protected]

Casey spent over a decade with Fidelity Investments in the Private Client Group before joining Foronjy Financial in May of 2018.

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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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