Managed Portfolios
Although our investment philosophy is rooted in academia, our practice has been road-tested in the school of hard knocks.
After having weathered a variety of market storms such as 2018, 2015, 2011 and 2008 we've learned to place a strong emphasis on employing favorable risk dynamics in all of our portfolio strategy discussions.
We believe in combining active portfolio management alongside diligent fundamental research.
We Design the Ideal Portfolio Based on Your Plan Objectives
After completing your risk analysis, we take the time to explain how your new portfolio would have performed during the last bear market as well as the last bull market.
More importantly, we'll show you how your new portfolio aligns with your retirement planning goals.
Get your portfolio the attention it deserves. Allow us the opportunity to help improve your investment strategy.
As planners, we believe that getting your strategy in place ahead of the next crisis is more prudent than waiting until after it has already happened.
We believe in long term investing, however we also recognize the potential for high volatility in the short-term.
That is why we provide options that have the potential to mitigate many of the risks in your portfolio.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss in a declining market.
Bryan Foronjy, CFP®
Principal Wealth Manager
Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from nearly two decades of professional experience in the financial services industry.
Casey Marks
Wealth Manager
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.
Chris Bradley, CFA®
Wealth Manager Assistant
As Wealth Manager Assistant Chris has a wide variety of responsibilities including Client Service, Account Rebalancing, Compliance Supervision, and Firm Operations. He also holds the designation of Chartered Financial Analyst (CFA®).
Jennifer Foronjy
Director of Client Relations
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.
Olivia Huebner
Wealth Manager Assistant
Olivia serves as a Wealth Manager Assistant in our Santa Barbara office where her duties include client outreach, compliance oversight and account maintenance. Olivia graduated from Westmont College where she studied Economics and Business.