Brittney Castro

Founder & CEO | Financially Wise Inc.

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.

Additionally, Brittney serves as the Chase Slate Financial Education Ambassador, a role in which she continues her efforts of spreading financial literacy to the masses through media interviews, events and social media campaigns. She is also a CFP® Pro spokeswoman in the CFP Board Center for Financial Planning campaign to educate more minorities about the career of financial planning.

Away from the office, you can find Brittney meditating, working out, drinking coffee or a green smoothie, playing at the park with her dog Arya and, of course, dancing.


Sessions

In this Chase Ink® luncheon panel, four strong business women share their business journey and the role financial mentors and their CPA played along the way. Join Elizabeth Cutler, co-founder of More