- Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc
- Named one of the 22 "Women To Watch" by InvestmentNews in 2018.
- On a mission to inspire you to use your money to live your dream life and teach you money principles that will change your financial life for the better, forever
Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm whose mission is to teach individuals and couples the art of managing their money the fun and simple way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, and speaker. After years of working in the corporate world of financial planning, Brittney realized she wanted to work with clients the same way she talks about money with her friends–in a fun, personal, compassionate, relatable and nonjudgmental way. That is why she created Financially Wise, Inc. in 2013 as a financial planning firm with services ranging from fee-only financial planning, online money courses, financial wellness workshops, speaking engagements, and brand partnerships.
Brittney has become a well-known financial expert and a go-to resource for national media outlets. She’s been featured on CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Financial Planning, Investment News, Registered Rep magazine and many more. She’s also a coveted speaker and host, and she loves spreading her wisdom about finance, entrepreneurship and smart investing to more individuals. Brittney was ranked as the 6th Investopedia Top Influential Financial Advisors in 2017 and was elected as one of the 22 "Women To Watch" by InvestmentNews in 2018. Additionally, Brittney serves as a CFP® Pro spokeswoman in the CFP Board Center for Financial Planning campaign to educate more minorities about the career of financial planning.
Brittney is currently Investopedia's Financial Planning Expert.
Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, and speaker. She graduated from the University of California, Santa Barbara with a degree in Business Economics and minor in Sports Management. She received her CFP® designation in 2010.
Quote from Brittney Castro, CFP®
"I believe everyone deserves to live a wealthy life. That is why I love the work I do because I am able to help people around the world understand money in new ways and learn practical ways to use this tool to live a wealthy life no matter where you start from, your age or any other life circumstance. Wealth is not just about acquiring all the money you desire in life but also about having health, happiness and meaningful relationships. I hope to inspire all those around me to live a passionate, full and exciting wealthy life." - Brittney Castro