Cfp® Brittney Castro

Brittney Castro is a prominent figure in the financial industry, known for her expertise as a Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Accredited Asset Management Specialist (AAMS®).3 She is the founder and CEO of Brittney Castro Inc., a company that offers various financial services and educational content.12

Professional Background

Brittney has over 15 years of experience in financial planning, working with individuals to help them build financial plans and roadmaps, as well as assisting with their investments.1 She has established herself as a multifaceted professional in the finance and business sectors, offering services that include:

1. Financial Planning
2. Public Speaking
3. Brand Partnerships
4. Content Creation

Entrepreneurial Journey

Castro's entrepreneurial journey is marked by significant milestones:

• She started her career in a corporate setting before transitioning to an independent financial firm.
• After building her brand, she sold her first practice to create her own registered investment advisory firm.
• In 2019, she underwent a lengthy process of negotiations with various financial firms, ultimately selling her practice to another woman in the industry.1

Current Roles and Recognition

Brittney Castro is recognized for several roles and achievements:

• Founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm.4
• A leading speaker and host for various companies and organizations.2
• Insurance broker and brand ambassador, working with top brands like Chase, Mint, and ETrade.5
• CFP Board Ambassador, featured in major media outlets such as CNN, CNBC, and The Wall Street Journal.6

Areas of Expertise

Her areas of expertise include:

• Financial planning and investment strategies
• Life insurance
• Public speaking on financial topics
• Creating educational content on financial wellness

Brittney Castro has established herself as a respected "financial influencer" and content creator, though she prefers to describe herself simply as a business owner offering a range of services in the finance and business categories.1