Bachelors of Science Degree

Bryan Foronjy - Financial Advisor in Santa Barbara, CA | WiserAdvisor.com

Foronjy Financial was created with the intention of providing clients with sensible investment advice and personalized service. We help our clients chart a course toward retirement using professional experience coupled with sophisticated software. At Foronjy Financial we make financial planning personal again.

Foronjy Financial

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.  She is in charge of client appreciation functions, special events, and for scheduling periodic client reviews. As a busy mom of three wonderful children, she enjoys her time chatting with clients and helping them with their financial needs.

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. Before joining Foronjy Financial in early 2018, Casey spent over a decade with Fidelity Investments in the Private Client Group. When not hard at work, he can be found golfing or strolling the Santa Barbara waterfront with his wife Hayley, and his English Bulldog, London.

We offer comprehensive portfolio management for our clients.  This allows our clients to delegate the entire task of portfolio creation, including risk assessment, stock allocation recommendations, tax loss harvesting, rebalancing, sector emphasis using ETFs as well as individual stock selection.

We offer comprehensive retirement planning services to our clients, including budget projections, income expectations, feasibility of scenarios such as age at retirement or minimum monthly income target.  Additionally, we explore optimizing efficiency such as roth conversions, social security analysis and long term care assessments.

We offer education on the following strategies for those changing employers or considering retirement: Leave the money in the former employers plan, if permitted; Rollover the assets to a new employer's plan, if one is available and rollovers are permitted; Rollover to an IRA; or cash out the account value.  Our office can assist you in determining the right path for you

We offer wealth management services which includes working closely with other professionals such as tax advisors, estate planning attorneys, health insurance specialists and long term care insurance specialists.  We play the central organizer between all the parties to arrive at the most well coordinated plan between them all.

We offer Education planning to our clients to help reach the goal of funding lower and higher education in the most tax efficient way possible.  We explore tax advantaged accounts as well as income thresholds and academic scholarships to help target the right mix of instruments.

Bryan Foronjy

Foronjy Financial

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