BryanForonjy- Financial Advisor Santa Barbara, CA

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About Bryan Foronjy

As the Principal Wealth Manager and founder of Foronjy Financial, Bryan created 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 seasoned financial professional, Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sensible advice drawing from over a decade of professional experience. Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University. Before founding Foronjy Financial in 2015, Bryan worked for a decade as a Senior Account Executive at Fidelity Investments in Santa Barbara, CA. While not in the office, Bryan keeps a healthy work-life balance by exercising regularly, enjoying a game of chess, or spending time outdoors with his wife and three children.

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

CRD#

4978922

Firm CRD#

283824

Insurance License#

CA Insurance License # 0F84170

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AL, AZ, CA, FL, MA, MI, NV, NY, OH, OR, VA, WA, WI, WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Before founding Foronjy Financial in 2015, Bryan worked for a decade as a Senior Account Executive at Fidelity Investments in Santa Barbara, CA.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Risk Management, Money Management, Wealth Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 10, Series 66

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Variable Life, Life, Annuity

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

185000000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$135000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250000

Fee % Based on Assets

Additional Details on Charges

Our fees are based on a schedule which is dependent on the amount of funds that we are managing for a client. For example if someone has between $500000 and $1000000 under management, we charge 1% annually. If someone has greater than $1000000 then we discount the fee by 1% of the 1% for every additional $100000 that we manage.

Education

Bachelors of Science Degree -

San Diego State University
08/20/2004 -05/20/2006

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890103/paladinregistry-Foronjy-Financial-detailed-disclosure.html

Disclaimer

The Financial Consultants of Foronjy Financial are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group LLC, a registered investment advisor. Strategic Wealth Advisors Group LLC and Foronjy Financial are separate entities from LPL Financial. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA, FL, MA, MI, NV, NY, OH, OR, VA, WA, WI, WY

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Paladin Research Report For:

Bryan Foronjy

Foronjy Financial