Foronjy Financial

Emily Goodman is a CFP® professional with three years of industry experience. She currently works at Foronjy Financial, a team-based firm in San Luis Obispo, CA, and previously held roles at EP Wealth Advisors, Wacker Wealth Partners, and in the hospitality and agriculture sectors. Foronjy Financial provides investment advisory and financial planning services to individual and high-net-worth clients, as well as pension and 401(k) consulting. The firm emphasizes asset allocation and managed ETF portfolios, employing a mix of cyclical, fundamental, and technical analysis alongside long-term trading and options strategies.

Casey Marks is a financial advisor at Foronjy Financial with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Mariner Independent Advisor Network, Strategic Wealth Advisors Group, and Fidelity Brokerage Services. Marks is also a notary and a member of SAG-AFTRA, though he is not currently active in the entertainment industry. Foronjy Financial provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary account management, pension and 401(k) consulting, and insurance consultation through third-party platforms. The firm emphasizes asset allocation and managed ETF portfolios, utilizing cyclical, fundamental, and technical analysis alongside long-term trading and options strategies.

Bryan Foronjy is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Foronjy Financial, a team-based firm he joined in 2024. His prior experience includes roles at Mariner Independent Advisor Network, Strategic Wealth Advisors Group, and LPL Financial. He is also a licensed insurance agent. Foronjy Financial provides investment advisory and financial planning services to individual and high-net-worth clients, as well as pension and 401(k) consulting. The firm primarily manages discretionary accounts using managed ETF portfolios and employs a combination of cyclical, fundamental, and technical analysis alongside long-term trading and options strategies.