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® Principal Wealth Manager 805-543-1033 [email protected] Bryan founded Foronjy Financial with the premise that clients truly appreciate a personal relationship with a seasoned practitioner who is likely to stick with them for the long term. Read more Casey Marks Director of Business Development 805-880-9444 [email protected] Casey spent over a decade with Fidelity Investments in the Private Client Group before joining Foronjy Financial in May of 2018 as Director of Business Development. Read more Have a Question Name Email Address Phone Question Thank you! Oops!