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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

Set Up a Convenient Phone Meeting 

Bryan Foronjy, CFP®

 

Founder and Principal Wealth Manager

805-543-1033

[email protected]

Bryan decided on creating a practice focused on those clients who value a personal relationship with a seasoned practitioner who is likely to stick with them for the long term.

 

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Casey Marks

Director of Business Development

805-880-9444

[email protected]

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 spent over a decade with Fidelity Investments mastering many...

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