Foronjy Financial

Emily Goodman is a CFP® professional with three years of industry experience. She has worked at Foronjy Financial since 2025 and previously at EP Wealth Advisors and Wacker Wealth Partners. Prior to her financial advisory career, she held roles outside the industry, including positions at Lewis Wine Bar and Templeton Valley Farm. Foronjy Financial provides portfolio management, pension consulting, and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $278 million across 183 accounts, focusing on managed ETF portfolios, mutual funds, and fixed income investments using a discretionary, model-based, and long-term trading approach.

Casey Marks is a financial advisor at Foronjy Financial with 19 years of industry experience and holds a Series 66 designation. Prior to joining Foronjy Financial, Marks worked at LPL Financial, Mariner Independent Advisor Network, Strategic Wealth Advisors Group, and Fidelity Brokerage Services. He is also a notary and a member of SAG-AFTRA, though he is not currently active in the entertainment industry. Foronjy Financial provides portfolio management, pension consulting, and financial planning primarily to individual and high-net-worth clients, managing approximately $278 million across 183 accounts. The firm emphasizes managed ETF portfolios, mutual funds, fixed income, and uses a discretionary, model-driven investment approach with quarterly account reviews.

Austin Neddenriep is a financial advisor at Foronjy Financial in Santa Barbara, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Gallagher, Lundardis, and Bayou Bridge Capital. Foronjy Financial provides portfolio management, pension consulting, and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $278 million across about 183 accounts, focusing on managed ETF portfolios, mutual funds, and fixed income using a discretionary, model-based, long-term trading approach.

Bryan Foronjy is a CFP® and holds a Series 66 license with 19 years of industry experience. He is the founder of Foronjy Financial, where he has worked since 2024. Prior to that, he was affiliated with Mariner Independent Advisor Network and LPL Financial for a combined 18 years. He is also a licensed insurance agent. Foronjy Financial provides portfolio management, pension consulting, and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $278 million across 183 accounts using managed ETF portfolios, mutual funds, and fixed income investments, typically implementing discretionary model allocations with quarterly reviews.