Bryan C. Foronjy

Founder and Principal Wealth Manager @Foronjy Financial

San Luis Obispo County, CA, US
EMAILS
b••••@foronjyfinancial.com
MOBILE NUMBERS
+18•••••••69

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WORK HISTORY

May 2015 — Present

Founder and Principal Wealth Manager @Foronjy Financial

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401 Chapala St #105 Santa Barbara, CA

Providing comprehensive investment advice to clients for retirement and financial planning.

EDUCATION

1999 — 2002

Cuesta College

Associate's Degree

2003 — 2006

San Diego State University-California State University

Bachelor's Degree

SKILLS

Financial PlanningFinancial AnalysisInvestmentsQuantitative ResearchRetirementFinancial AdvisoryRetirement PlanningCustomer ServiceBudgetsFinanceInsuranceMutual FundsRisk ManagementStrategic PlanningPortfolio ManagementAccount ManagementWealth Management

ABOUT BRYAN C. FORONJY

Bryan established Foronjy Financial with the intention of providing his clients with comprehensive investment advice and personalized service. As a CERTIFIED FINANCIAL PLANNER™ professional, he helps his clients chart a course toward a successful retirement using professional experience coupled with sophisticated software.Prior to starting Foronjy Financial, Bryan worked at Fidelity Investments where he held the title of Vice President, Senior Account Executive in the Private Client Group. He was responsible for providing investment guidance and financial planning services to affluent clients.Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University. Along with obtaining his CERTIFIED FINANCIAL PLANNER™ designation, Bryan holds the series 7, 9 and 10 registrations with LPL Financial. He also holds a Series 66 registration with LPL Financial and Strategic Wealth Advisors Group.Bryan grew up on the central coast of California and enjoys spending time in the sunshine with his wife and three children. On the rare occasion that he is not in the office or at home, Bryan can be found golfing or enjoying a game of chess.Investment Advice Offered Through Foronjy Financial LLC

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