Emily S. Goodman

FORONJY FINANCIAL

San Luis Obispo, CA 93401

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CRD#: 7676224

Professional summary

Emily Sarah Goodman, CFP®, who also goes by Emily Goodman, is a registered financial advisor currently at FORONJY FINANCIAL located in San Luis Obispo, California.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Emily has worked at 3 firms .

At a Glance

Always Fiduciary

Aliases

Emily Goodman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Sarah Goodman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

March 21, 2025 - Present

FORONJY FINANCIAL

Office #1: 1085 Higuera Street #120, San Luis Obispo, CA 93401

RIA

CRD#: 332380

San Luis Obispo, CA

Past

April 18, 2024 - April 22, 2025

EP WEALTH ADVISORS

RIA

CRD#: 111147

San Luis Obispo, CA

Past

January 31, 2023 - April 30, 2024

WACKER WEALTH PARTNERS, LLC

RIA

CRD#: 145931

SAN LUIS OBISPO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORONJY FINANCIAL

FORONJY FINANCIAL | FORONJY FINANCIAL LLC

CRD#: 332380 / SEC#: 801-130928

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FORONJY FINANCIAL

FORONJY FINANCIAL | FORONJY FINANCIAL LLC

CRD#: 332380 / SEC#: 801-130928

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

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Contact information

Main Address

401 Chapala Street Suite 105, Santa Barbara, CA 93101

Mailing Address

Phone number

(805) 543-1033

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- FORONJY FINANCIAL (2/12/2026)

Regulatory assets under management

Total Number of Accounts	546
AUM (Assets Under Management)	$ 278,028,743

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Emily S. Goodman

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Sarah Goodman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORONJY FINANCIAL

EP WEALTH ADVISORS

WACKER WEALTH PARTNERS, LLC

Primary Firm SEC Registration

FORONJY FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

FORONJY FINANCIAL

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORONJY FINANCIAL

TRUST BUT VERIFY

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