Bryan Foronjy, CFP®
Shaping Your Financial Freedom
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Serving Clients Nationwide
Shaping Your Financial Freedom
Areas of Focus
- Inherited Wealth
- Owning a Business
- Real Estate Investing
- Retiring Early (F.I.R.E)
- Social Security
About Bryan Foronjy, CFP®
We'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 ®
Affiliations
-
BBB Accredited Business
- CFP Board
- Financial Planning Association
- CFP Board
Primary Location
401 Chapala St Ste 105 Santa Barbara, CA 93101
Additional Locations
📍 1085 Higuera St #120 San Luis Obispo, CA 93401
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- 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 Foronjy Financial
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.
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
- Movies
- Reading
- Running
- Skiing
- Sports
- Volunteering
- Walking
- Wine
- Working Out
- Writing
- Yoga
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View DisclosureWho We Serve
- Airline Pilots
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- Contractors
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Government Employees
- Healthcare Professionals
- Immigrants
- Individuals
- Intergenerational Families
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Military
- Muslim
- Nonprofit Employees
- Parents
- Physicians
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Sales Professionals
- Single Women
- Special Needs
- Specialty Sub-Contractors
- Technology Professionals
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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FAQs
FAQ Disclosures
Although we can provide financial services in most states, we have particular expertise in California. As California financial advisors, we have a deep understanding of the unique tax laws, industries, and the economic climate we share with our neighbors. Working with a CFP® in California means having a Fiduciary in your corner who has your best interests at heart.
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