Broker Check

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

805-600-1600

Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from nearly two decades of professional experience in the financial services industry.

Read more

Casey Marks

Wealth Manager

805-600-1610

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

Chris Bradley, CFA®

Wealth Manager Assistant

805-600-1630

As Wealth Manager Assistant Chris has a wide variety of responsibilities including Client Service, Account Rebalancing, Compliance Supervision, and Firm Operations. He also holds the designation of Chartered Financial Analyst (CFA®).

Read more

Jennifer Foronjy

Director of Client Relations

805-600-1620

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

Olivia Huebner

Wealth Manager Assistant

805-600-1640

Olivia serves as a Wealth Manager Assistant in our Santa Barbara office where her duties include client outreach, compliance oversight and account maintenance. Olivia graduated from Westmont College where she studied Economics and Business. 


Read more

Have a Question

Thank you!
Oops!