A complete list of active advisors currently associated with Foronjy Financial
Warmer can help you find a great advisor at Foronjy Financial or one who fits your needs even better.
Foronjy Financial provides advisory services to individual and high-net-worth clients, offering ongoing discretionary portfolio management, pension (401(k)) consulting, and fee-based financial planning. The firm manages roughly $278 million on a discretionary basis across a small team of advisors and documents client objectives and limits in an Investment Policy Statement for each account. Investment decisions are implemented primarily through managed ETF portfolios and a mix of mutual funds, fixed-income, real estate funds, annuities, commodities, and non-U.S. securities, using cyclical, fundamental, and technical analysis with a long-term trading orientation. The firm tailors allocations to client risk tolerances and time horizons, conducts quarterly account reviews, and requires written authorization for fee deductions and custodial relationships. Compared with many peers, Foronjy Financial’s public materials incorporate endorsements, client testimonials, and third‑party ratings into its advertising, and the firm discloses use of third‑party platforms such as Halo for insurance consultation and AdvicePay/Stripe for planning payments (the firm covers AdvicePay fees). It also works with major custodians (Fidelity, Schwab, and LPL), discloses custodial support benefits and related conflicts of interest, and does not impose an account minimum.
To learn more about the advisors currently working at Foronjy Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Barbara, CA
| 19
| |
Santa Barbara, CA
| 3
| |
Santa Barbara, CA
| 19
| |
Santa Barbara, CA
| 4
|
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