Bryan Foronjy, CFP®
We make financial planning personal again
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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
- CFP Board
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 is 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. sipc.org. Investment advice offered through Strategic Wealth Advisors Group LLC, a registered investment advisor. Strategic Wealth Advisors Group LLC 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
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho 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
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