Wealth Management 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. 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 Name Email Address Phone 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. First Name Last Name Email Address Thank you! Oops!