Brittney Castro
CFP®, AAMS®, CRPC®
FOUNDER & CEO
SPEAKER + HOST + BRAND AMBASSADOR
Brittney is a Certified Financial Planner, leading speaker, host, and brand ambassador and has worked alongside top brands like Chase, Mint, ETrade, CNBC, Gemini, AirBnB, Zoom, Altruist, Refinery29, and more to promote financial literacy via media interviews, video content, celebrity, and expert interviews, TV appearances and more.
At the age of 22, Brittney began her career as a financial advisor and at 28 launched her own Registered Investment Advisory, Financially Wise Inc. Over those 15 years, she worked with thousands of clients on their financial journeys. In 2020, she sold her private practice to focus all her time on speaking, content creation, and brand partnerships.
Brittney is the go-to resource for national media outlets like 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, Refinery29, Create + Cultivate, Financial Planning, Investment News, Registered Rep magazine, and many more.
Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018, and was ranked on INVESTOPEDIA’s Top Influential Financial Advisors list from 2017-2022.
She is a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning’s campaign to educate minorities about financial planning careers.
In 2021, Brittney co-hosted and produced “Chantel’s Money Moves” a show backed by Facebook to teach
Gen Z’s personal finance and investing.
Away from the office, you can find Brittney meditating, cooking, and of course, dancing!
LET'S GET SOCIAL
SPEAKING
An enthusiastic, sought-after speaker and host, Brittney has produced a number of speaking programs for a wide variety of companies and organizations.
FINANCIAL
PLANNING
Get a solid, actionable financial and investment plan in place to make your life easier and help you reach your goals in life FASTER.
PRODUCTS
Give the gift of financial wisdom to yourself in the comfort of your home and learn at your own pace. See the positive long term effects of our products on your overall financial wellness.
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Freebie
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Client Portfolio
CNBC, ChaseInk, Gemini, AirBnB, ETrade, Zoom, Soho House, USC, Refinery29, YouTube, FacebookWatch, BratTV, Scooter Braun Productions, DBA (Digital Brand Architects), Nutanix, NVE Agency, Academy of Motion Picture and Arts, FabFitFun, Entrepreneur, WeAllGrow, SUMA Wealth, Acorns, Altruist, ONE Finance, Skadden, Skim Money, GEICO, NAHREP, First Entertainment CU, Create + Cultivate, Investopedia, Investment News, Mattel, Marmol Radziner, USA Network, Snappy Kraken, Gradifi, Gemini, YCharts, Blueprint, LA Attorney Association, AICPA Women’s Global Summit, TruTV, FPA, CFP Board, Cheddar, Keeping Up With The Kardashians and more.
 Marie Claire |  Marie Claire Article |  Top CFP Holders Under 36 |  Glamour |  Entrepreneur September 2015 |
|---|---|---|---|---|
 Entrepreneur September 2015 |  Top 100 Social Financial Advisors |  Redbook Article |  LA Parent |  LA Parent Article |
 Entrepreneur September 2016 |  Entrepreneur September 2016 |  Darling |  Darling Article |  boss ladies |
 Boss Ladies Article |