Certified Financial Advisor CFP® in San Luis Obispo and Santa Barbara

Shaping Your Financial Freedom

Employ our dedicated Wealth Management team for strategies designed to meet your goals, ensuring you have a committed partner along your financial journey.

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Putting Time Back in Your Pocket

We understand that your time is valuable, and our goal is to help you get more of your time back. When your financial picture is in order, you have time to spend doing what you enjoy. Let the professionals at Foronjy Financial take that burden off your shoulders so you can get back to the things that matter most.

How We Help

Locally Owned
And Operated

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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Seek to Minimize Taxes, Protect Investments and Generate Additional Income

Investing can often be a matter of time and patience–getting through the ups and downs of market volatility and changes. Investing can also be complicated, so let us take the weight off your shoulders. Feel the relief of delegating the challenging task of managing your investment plan so that you can focus on enjoying the things you love.

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Wealth Management

Your estate plan, your lifestyle goals, your investments, savings, and your taxes will all be aligned, organized, and optimized.

Risk
Mitigation

Foronjy Financial leverages sophisticated technology to identify your unique risk number which is then used to optimize your retirement investments portfolio.

Retirement Solutions

Our highest priority is helping you create a lasting plan for yourself and your family. We want to get to know you personally so we can help you get you where you want to go financially.

Portfolio Management

We believe in long-term investing and we recognize the potential for high volatility in the short term. That is why we provide options that can help mitigate many of the risks in your portfolio.

<sup>About Us</sup><br/>Forging A Path Together

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Forging A Path Together

Financial freedom doesn’t just happen. It requires careful planning and informed financial decision-making. Life holds no guarantees, but we believe that with the right planning, discipline, and investment management, everyone can achieve financial freedom. Let’s make it happen together!

We understand that your time is valuable, and ultimately our goal is to save you time. You can schedule an office or virtual phone meeting with us using the link below. We can’t wait to meet you!

Meet The Team

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Hear What
Our Clients Have To Say

"We have been working with Bryan and Casey for many years and have recommended their services to former work colleagues and multiple family members. We enjoy meeting with them and have always appreciated their personal approach to managing our accounts. They anticipate our needs and are always willing to answer our questions and concerns. The bottom line is we trust them and have been very happy with their support and guidance."

-Jon & Patty C.

"The Ozzimo family has been with Foronjy Financial for over four years and throughout that time we have had an exceptional experience. I first met Bryan 10 years ago while he was at Fidelity Investments in Santa Barbara and knowing he handled high net worth individuals gave me confidence. They are responsive to all our needs and go out of their way to make their clients feel special."

-Anne O.

"A very knowledgeable and professional firm."

-Martha R.

Ready For Retirement?

Financial planning and retirement planning can almost be used interchangeably. Ultimately, planning, saving, and investing are all part of securing a comfortable retirement and passing on one’s legacy to future generations. We specialize in helping our clients prepare for that exciting time of life, when careers are winding down and goals and dreams are starting to take center stage. Whether your goals involve philanthropic efforts, traveling, spending more time with family or all of the above, we want to help you get where you want to go.

Providing Solutions In Your Area

As California residents with offices in San Luis Obispo and Santa Barbara, we are extremely dialed-in to the local economic and tax situation. Not only that, but we are your neighbors and share that financial landscape with you. We are very familiar with the larger industries in the area like PG&E, Kaiser Permanente, and Raytheon. This makes us uniquely poised to offer custom advice tailored to this region and the industries that support it.

Although we are more than capable of conducting business remotely via phone, email and Zoom meetings, we love meeting with our clients in person. We want you to feel comfortable with us and we want to know you more personally. Putting names with faces, meeting over coffee and shaking hands is a side of doing business we genuinely enjoy.

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Santa Barbara County

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San Luis Obispo County

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We Want To Hear From You

Getting your finances in order shouldn't be a stressful event, so we've created a simple process to help get you on the right path. Simply schedule your initial on-boarding welcome call and discover how easy becoming a new client can truly be.

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Shaping Your Financial Freedom

What We DoPutting Time Back in Your Pocket

Locally Owned And Operated

How We HelpSeek to Minimize Taxes, Protect Investments and Generate Additional Income