# Emily Goodman

> Emily Goodman is a fee-only financial advisor at Foronjy Financial in San Luis Obispo, California, who holds the CFP credential. Emily focuses on retirement planning. Foronjy Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/emily-goodman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Foronjy Financial
- **Based in:** San Luis Obispo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $278.0M across 546 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 7676224 (https://adviserinfo.sec.gov/individual/summary/7676224)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.foronjyfinancial.com

## Frequently asked questions

### Is Emily Goodman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Foronjy Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Emily charge for financial advice?

Emily's firm, Foronjy Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Emily work with clients virtually?

Yes. Foronjy Financial says on its website that it works with clients remotely.

### Where is Emily Goodman based?

Emily Goodman is based in San Luis Obispo, California.

### What does Emily specialize in?

Emily's specialties include retirement planning. Emily works with pre-retirees.

### What credentials does Emily Goodman hold?

Emily Goodman holds the CFP credential.

### Is Emily Goodman registered with the SEC?

Yes. Emily Goodman is registered as an investment adviser representative in CA (CRD 7676224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Foronjy Financial manage?

Foronjy Financial reports $278.0M across 546 accounts in assets under management.

### How do I contact Emily Goodman?

Through Emily's website, www.foronjyfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7676224): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.foronjyfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.