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 portfolio management, pension (including 401(k)) consulting, and financial planning primarily to individual and high‑net‑worth clients, managing roughly $278 million across about 183 accounts with a small advisory team. The firm typically constructs an Investment Policy Statement for each client and focuses on managed ETF portfolios, mutual funds, fixed income, and related investments. Portfolios are generally managed on a discretionary basis using model allocations and a long‑term trading approach informed by cyclical, fundamental, and technical analysis, with account reviews at least quarterly. The firm tailors pension consulting to plan demographics and objectives and uses third‑party platforms (such as an insurance consultation platform) to support annuity and insurance discussions. Notably, Foronjy Financial’s disclosure materials indicate the firm uses endorsements, third‑party ratings, and client testimonials in its advertising — practices that are uncommon among similar advisers and relevant when evaluating its marketing. The brochure also discloses recent material changes (including cessation of options trading and changes to its insurance activities) and the firm requires clients to custody assets with one of a set of institutional custodians for execution.

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
Bryan Foronjy	Santa Barbara, CA	19
Emily Goodman	Santa Barbara, CA	3
Casey Marks	Santa Barbara, CA	19
Austin Neddenriep	Santa Barbara, CA	4

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