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. Learn more 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. Learn more 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. Learn more 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 Chris Bradley, CFA® Wealth Manager Assistant 805-321-8865 [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 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 Olivia Huebner Wealth Manager Assistant 805-880-9444 [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 Schedule A Meeting With Us find my location Foronjy FinancialBryan 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. find my coordinates Have a Question Name Email Address Phone Question Thank you! Oops! Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!