Broker Check

Team

Bryan Foronjy, CFP®

 

Founder and Principal Wealth Manager

805-543-1033

[email protected]

Having grown up on the Central Coast, it was important for Bryan to stay focused on the needs of local area residents who valued a personal relationship with a seasoned practitioner who would always make time spent with his clients the highest priority.

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 towards a successful retirement using professional expertise coupled with sophisticated software.

Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University. Along with obtaining his 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.

Bryan grew up on the central coast of California and enjoys spending time in the sunshine with his wife and three children. On the rare occasion that he is not in the office or at home, Bryan can be found golfing or enjoying a game of chess.

Casey Marks

Director of Business Development

805-880-9444

[email protected]

Casey spent over a decade with Fidelity Investments mastering many areas of key expertise before joining Foronjy Financial as the Director of Business Development.

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

Casey's office suite is located on the 4th floor of the Historic Granada Theatre Building overlooking State Street and the Pacific Ocean in downtown Santa Barbara.

Casey holds a FINRA series 7 registration through LPL Financial, and the series 66 registration through Strategic Wealth Advisors Group.

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