Team

Bryan Foronjy, CFP®

 

Principal Wealth Manager

805-543-1033

[email protected]

Bryan founded Foronjy Financial with the vision to provide his clients with the highest level of service and sound financial advice tailored to their unique life situation. Bryan saw Foronjy Financial as an opportunity to create a practice for clients that truly appreciate a personal relationship with a seasoned practitioner who intends to stick with them for the long term.

As a CERTIFIED FINANCIAL PLANNER™, 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.

Bryan's interest in finances began at a young age.  As young at 9 years old, Bryan delivered newspapers to a senior citizens mobile home park community where many of the residents lived through the Great Depression.  Bryan’s paper route customers would stress upon him the importance of saving a percentage of his meager paperboy earnings each month, which he took to heart.

While in college, Bryan discovered his passion for investments, portfolio management, tax strategies, estate planning, and insurance strategies for families and individuals. Bryan graduated with a Bachelor of Science degree in Finance with an emphasis in Personal Financial Planning from San Diego State University.

After college, Bryan worked for Fidelity Investments, and he rose to the highest position within the client facing retail brokerage organization.  Bryan spent nearly a decade serving the investment needs of affluent clients up and down the central coast of California from Fidelity’s Santa Barbara office.  He earned his CERTIFIED FINANCIAL PLANNER™ professional designation in 2010 after passing a rigorous and challenging exam.

Bryan founded Foronjy Financial with the vision for a new kind of firm that offers a higher level of service and truly personalized advice tailored to the individual.  With his wife Jennifer serving as Director of Client Relations and himself as Principal Wealth Manager, they founded Foronjy Financial in 2015 serving a select group of Affluent Families on the Central Coast.  It has grown by leaps and bounds in the years to follow.

While not in the office, Bryan keeps a healthy work-life balance by coaching his children’s sports teams, exercising regularly, enjoying a game of chess, or spending time outdoors with his wife and three children.

Foronjy Financial and LPL Financial do not provide legal advice or tax services.  Please consult your legal advisor or tax advisor regarding your specific situation.

 

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.

Before joining Foronjy Financial in early 2018, Casey spent over a decade with Fidelity Investments in the Private Client Group.  He was known as the subject matter expert for having the experience to solve complex issues for Fidelity's most affluent clientele.

Casey grew up on the Central Coast of California where his father was also in the Investment Profession.  Casey fondly recalls joining his father at the office on weekends as a youth to assist him.  Casey always had an aptitude for finance and mathematics as well as a genuine desire to help people.

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

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.  She is in charge of client appreciation functions, special events, and for scheduling periodic client reviews.

Jennifer graduated from USD the University of San Diego as an International Relations major.  She was on track to jobs mostly domiciled in Washington, DC such as the State Department or the FBI.  After moving to Santa Barbara, however, she discovered that her skill set also lent well to Environmental Consulting so she began working for a firm that employed her unique set of math and people skills.

When her first child was born, Jennifer elected to focus her talents on raising children exclusively for a period of time.  In 2015 Jennifer was hired on by Foronjy Financial where she accepted the critical role of Director of Client Relations, where she currently serves today.

As a busy mom of three wonderful children, she enjoys her time chatting with clients and helping them with their financial needs.

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