Emily Goodman
Foronjy Financial · San Luis Obispo, California
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.
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Specialties
Who they serve
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $278.0M across 546 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7676224 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.foronjyfinancial.com |
How Emily's firm compares
- Foronjy Financial's average account is about $509,000, from its Form ADV (assets managed divided by 546 accounts).
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Questions about Emily
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Foronjy Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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