Wealth Management

We help coordinate your professionals toward a unified vision of your finances

We help coordinate your professionals toward a unified vision of your finances

Delegate us to play the important role of facilitator and we will proactively reach out to all of the professionals involved in your financial situation.  Our approach involves looking at each unique segment of your finances and creating the most thoughtful unified strategy. 

Set Up a Meeting to Explore Your Situation
Many of the most common financial problems could have been easily avoided through collaboration.

Many of the most common financial problems could have been easily avoided through collaboration.

Often times you discover only after the fact that you could have avoided a big mistake by simply creating open lines of communication between your estate attorney, your tax person and your portfolio manager.  Our expertise involves bringing all of your professionals together to create one streamlined approach for you.

Locate the Nearest Office

Visit us in our San Luis Obispo Office

Visit us in our Santa Barbara Office

Bryan Foronjy, CFP®

 

Principal Wealth Manager

805-543-1033

[email protected]

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.

 

Read more

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.

Read more

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.

Read more

Have a Question

Thank you! Oops!

Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.



Thank you! Oops!