Bryan founded Foronjy Financial with the vision to provide his clients with the highest level of service and sound financial advice tailored to their unique life situation. Bryan saw Foronjy Financial as an opportunity to create 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, 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.
Bryan's interest in finances began at a young age. As young at 9 years old, Bryan delivered newspapers to a senior citizens mobile home park community where many of the residents lived through the Great Depression. Bryan’s paper route customers would stress upon him the importance of saving a percentage of his meager paperboy earnings each month, which he took to heart.
While in college, Bryan discovered his passion for investments, portfolio management, tax strategies, estate planning, and insurance strategies for families and individuals. Bryan graduated with a Bachelor of Science degree in Finance with an emphasis in Personal Financial Planning from San Diego State University.
After college, Bryan worked for Fidelity Investments, and he rose to the highest position within the client facing retail brokerage organization. Bryan spent nearly a decade serving the investment needs of affluent clients up and down the central coast of California from Fidelity’s Santa Barbara office. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2010 after passing a rigorous and challenging exam.
Bryan founded Foronjy Financial with the vision for a new kind of firm that offers a higher level of service and truly personalized advice tailored to the individual. With his wife Jennifer serving as Director of Client Relations and himself as Principal Wealth Manager, they founded Foronjy Financial in 2015 serving a select group of Affluent Families on the Central Coast. It has grown by leaps and bounds in the years to follow.
While not in the office, Bryan keeps a healthy work-life balance by coaching his children’s sports teams, exercising regularly, enjoying a game of chess, or spending time outdoors with his wife and three children.
Foronjy Financial does not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark , CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.