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Brittney Castro

Brittney Castro

VIP Contributor
Founder and CEO of Financially Wise Women
Entrepreneur | Ask an Expert
Talk with Brittney Castro now!
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.

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.

60-minute session

$425
Take a deep dive to learn big picture strategies and precision planning to help you achieve your goals.

30-minute session

$215
A power-packed conversation aimed at getting you efficient and effective solutions.

About Brittney Castro

Brittney Castro is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm whose mission is to teach women and couples in their 30s and 40s the art of managing their money the fun and simple way.

Areas of Expertise

Starting a Business
Understanding Business Financials
Marketing
Business and Personal Finance
Work-Life Balance
Growing Brand Recognition
Getting Paid Speaking
Getting Paid Brand Partnerships
Getting National Media Recognition
Building the Dream Team

More From Brittney Castro

Gratitude

To Receive More In Your Life, Begin to Give More

You may be surprised at the powerful ways giving -- and receiving -- may impact you.
Vacations

Planning to Travel in 2019? Here's How to Save More (Without Spending Less) on Your Next Trip.

Brittney Castro shares three travel hacks from her trip to London.
Personal Finance

3 Trouble-Free Tips to Help You Build Up Your Savings

Applying an 'out of sight, out of mind' mantra with your savings account will help you see more each month.
Personal Finance

Make Quicker Progress Towards Your Savings Goals With These 3 Tips

Do more and save more by setting a definitive, final value.
Budgeting

Relax Easier on Your Next Vacation With These Smart Saving Tips

Brittney Castro recommends a few tips when saving for a big activity.
Personal Finance

What Should I Know About My Stock Options?

If your place of work offers you options, here's what to know about them.
Credit Cards

Credit Card Hacks to Help You Build up Big Rewards

First, narrow down which rewards you want most.
401(k)s

What to Do If You've Reached the Max Amount in Your 401(k)

Watch now if you still want to continue saving past your plan's limit.
Investing

The Basic Steps That Will Get You Started in Your Investment Journey

Start the process of investing by doing one simple thing: beginning.
Conversations

Find a Way to Talk About Money With Your Partner (Without Making It Awkward)

Struggling to bring up finances with your significant other? Make the conversation easier with these tips.
Personal Finance

Where to Start If You Are Considering Buying Your First Home

Avoid becoming overwhelmed by breaking down the process into these steps.
Travel

4 Tips That Will Help You Actually Afford Your Dream Vacation

If you're willing to think ahead and be patient, you can make the most of your time off.
Estate planning

Find Financial Security in Your Future With This Single Tip

Brittney Castro lets you know peace of mind is possible with your money.
Retirement Savings

How to Kickstart Your Retirement Saving Halfway Through Your Career

Realizing you could have been saving more in your 20s? Start with these smart habits and see return soon.
Personal Finance

To Meet Your Financial Goals, Set Clear Boundaries

Gain back the control you want with managing your money.