Broker Check

Team

Bryan Foronjy, CFP®

 

Founder and 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.

As a CERTIFIED FINANCIAL PLANNER™, Bryan helps clients chart a course towards retirement through the use of sophisticated software and a wealth of experience, including nearly a decade with Fidelity Investments.

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

Casey brings to his work a level of professionalism, focus and a personal touch that lend very well to the way Foronjy Financial serves our distinct clientele.

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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