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Find Top Financial Advisors in Carpinteria, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Carpinteria, California
Last Updated - 13-May-2022

Carpinteria has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 2 non-vetted advisors in your local area. These financial advisors in Carpinteria , California have an average of 14 years of experience.

NOTE: The list of financial advisors in Carpinteria , California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Carpinteria , California .

Qualified Financial Advisors in Carpinteria, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Bryan Foronjy
CFP®
FORONJY FINANCIAL
401 Chapala St #105,
Santa Barbara, CA 93101
14 $135000000 $250000 Fee-Based

Information on Qualified Financial Advisors in Carpinteria

Qualifications CRD# 4978922
FirmCRD# 283824
Series 7, 10, 66

Compensation/Fee Fee-Based


Office Location 401 Chapala St #105,
Santa Barbara,
CA
93101
Phone Number 805-880-9444

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.

About Foronjy Financial

Foronjy Financial was created with the intention of providing clients with sensible investment advice and personalized service. We help our clients chart a course toward retirement using professional experience coupled with sophisticated software. At Foronjy Financial we make financial planning personal again.

Advisory Services Provided:

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


Top Financial Advisor Firms in Carpinteria, California
Firm Name AUM No. of Clients Fee Structure
Planmember Asset Management Corporation
6187 Carpinteria Avenue,
Carpinteria, CA 93013
$0 0 A percentage of AUM
Planmember Securities Corporation
6187 Carpinteria Avenue,
Carpinteria, CA 93013
$8,217,513,744 64132 A percentage of AUM
Hourly charges
Fixed fees
Commision Based

    List of Additional Advisors in Carpinteria, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Edward Jones
    Inquire with Edward
    5320 Carpinteria Ave, Suite J, Carpinteria, CA  93013 805-684-8470
    Edward Jones
    Inquire with Edward
    5320 Carpinteria Ave, Suite J, Carpinteria, CA  93013 805-684-8470
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?