Team

Bryan Foronjy, CFP®

 

Principal Wealth Manager

805-543-1033

[email protected]

As the Principal Wealth Manager and founder of Foronjy Financial, Bryan created 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™ professional, Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from over a decade of professional experience. Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University. Before founding Foronjy Financial in 2015, Bryan worked for a decade as a Senior Account Executive at Fidelity Investments in Santa Barbara, CA.

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.  They would stress upon Bryan the importance of saving a percentage of his meager paperboy earnings each month, which he took to heart.

As a college student, Bryan was drawn to classes that emphasized the importance of applying financial skills to help mom and pop clients, rather than traditional banking.  It was from those curriculum that Bryan discovered his passion for investments, portfolio management, tax strategies, estate planning and insurance strategies for families and individuals.

During his tenure with Fidelity Investments, he ascended to the highest position within the client facing retail brokerage organization.  It was there that he spent nearly a decade serving the investment needs of affluent clients up and down the central coast of California.  He earned his CERTIFIED FINANCIAL PLANNER™ professional designation in 2010 after passing the exam widely considered to be the most challenging in the Investment Advisor Professional's designation options.

While not in the office, Bryan keeps a healthy work-life balance by coaching his childrens 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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