Bryan Foronjy, CFP®

We make financial planning personal again

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Foronjy Financial Bryan Foronjy, CFP®
Santa Barbara, CA

Serving Clients Nationwide

We make financial planning personal again

Areas of Focus

  • Inherited Wealth
  • Owning a Business
  • Real Estate Investing
  • Retiring Early (F.I.R.E)
  • Social Security

About Me

I'm Bryan Foronjy,

As the founder of Foronjy Financial, I've created a practice for clients that truly appreciate a personal relationship with a seasoned practitioner who intends to stick with them for the long term.

As a CERTIFIED FINANCIAL PLANNER™ professional, I help clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from over a decade of professional experience.

I graduated with a Bachelor of Science degree in Finance with an emphasis in Personal Financial Planning from San Diego State University. Before founding Foronjy Financial in 2015, I worked for nearly a decade as the Senior Account Executive at Fidelity Investments in Santa Barbara, CA.

My interest in finances began at a young age. As young at 9 years old, I delivered newspapers to a senior citizens mobile home park community where many of the residents lived through the great depression. They would stress upon me the importance of saving a percentage of my meager paperboy earnings each month, which I took to heart.

As a college student, I was drawn to classes that emphasized the importance of applying financial skills to help mom and pop clients, rather than traditional banking. It was from that curriculum that I discovered my passion for investments, portfolio management, tax strategies, estate planning and insurance strategies for families and individuals.

While not in the office, I keep a healthy work-life balance by coaching my childrens sports teams, exercising regularly, enjoying a game of chess, or spending time outdoors with my wife and three children.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • BBB Accredited Business
  • CFP Board
  • Financial Planning Association

Primary Location

401 Chapala St Ste 105 Santa Barbara, CA 93101

Additional Locations

📍 956 Walnut St Ste 200 San Luis Obispo, CA 93401

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Commissions
  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

During our first meeting, we will be helping you get your finances organized. In order for us to assess your situation best we'll be discussing your wants, needs and wishes around finances. That could include your family, your profession, your income, spending or financial resources. Once we've established that, we'll be able to better assist you with building the framework of an organized plan. Lastly, we'll be happy to share with you more about ourselves and our process for helping families like yours going forward in time.

Offers Investment Management

Yes

About our Firm

Foronjy Financial is proud to uphold the highest standards of care for your investments as fiduciaries, while still providing a home town family feel that has been lacking in many larger national brands.

Our Investment philosophy is rooted in Academia, so you can rest assured that your portfolio is given the same great care and attention as Pension funds and Endowments.

Along the way, you'll receive a Planning experience that strives to be second to none in terms of depth, insights and recommendations for how to improve your life both today and well into the future.

Foronjy Financial considers it's clients like family and we'd love the opportunity to learn more about you in the months ahead. Please reach out anytime for a complimentary introductory consultation.


Disclosure: The Financial Consultants of Foronjy Financial are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. finra.org/sipc.org. Investment advice offered through Mariner Independent Advisor Network, a registered investment advisor. Mariner Independent Advisor Network and Foronjy Financial are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which I am/we are registered to do business, please visit www.foronjyfinancial.com

Hobbies and Interests

  • Animals
  • Baseball
  • Basketball
  • Beach
  • Billiards
  • Board Games
  • Bowling
  • Camping
  • Cars
  • Computer
  • Cooking
  • Cycling
  • Eating Out
  • Entertaining
  • Exercising
  • Family
  • Football
  • Gardening
  • Golf
  • Grilling
  • Hiking

FINRA Lookup

View Disclosure

Who We Serve

  • Airline Pilots
  • Attorneys
  • Baby Boomers
  • Blended Family
  • Business Owners
  • Caregivers
  • Contractors
  • Corporate Executives
  • Couples
  • Dentists
  • Divorce
  • Dual Income Family
  • Educators
  • Financial Independence Retire Early (FIRE)
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Healthcare Professionals
  • Immigrants
  • Intergenerational Families
  • Investors
  • LGBTQ
  • LGBTQ Couples
  • Living in Retirement
  • Military
  • Muslim
  • Nonprofit Employees
  • Parents
  • Physicians
  • Real Estate Agents
  • Real Estate Investors
  • Remote Workers
  • Single Women
  • Special Needs
  • Technology Professionals
  • Travel Lovers
  • Veterans
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.