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™, Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering expert 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.

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

 

 

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. 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. 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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