Brittney Castro, CFP®

Brittney's Instagram


  • Did you know that 13.7% of Americans have $0 saved for retirement?

Even if you are someone who has saved for retirement and/or currently are saving for retirement, you may need to save more.

With the help of a personal financial plan, you can get CLEAR about how much you actually need to save every month for retirement based on your retirement goals. Even if you cannot save the full amount needed to reach your retirement goal, by knowing this number, you can begin the work to make the changes needed to get your retirement plan on track.
We have less than two weeks left in the year, so start your new year off right and make sure you review your retirement projections today.

If you need more help, direct message me, and we can set up a time to chat.
Look forward to helping you retire!

#money #finance #wealth

Q&A with Brittney

How did you decide to pursue a career in financial planning?

When I was in college, I studied business economics and got offered a job as a financial advisor. I decided to talk to my counselor about the position because I didn’t really know what I wanted to do in life yet. I knew I wanted to help people, work with money and own my own business. She suggested becoming a financial advisor and I’m happy I did!

What part of your career are you most proud of?

When I started my own company four years ago, I had the idea of combining financial planning with a mix of media and education. What’s so amazing to me is now this idea has actually turned into my business, and I’m able to teach people about money. This blend of financial planning and media wasn’t something that I had seen before, and I was able to turn my idea into something profitable. This is an achievement that I’m really proud of.

What’s the most rewarding part of being a CFP® pro?

The most rewarding part of being a CFP® pro is being able to help other women learn how to manage their money and use their money to live a life they love. I love being able to teach people about personal finance and help them understand how to set up systems and strategies to better maximize their income and assets to reach their goals. I hope to inspire women through my own entrepreneurial journey and the work my company does, as I know once a woman becomes financially wise, it has a positive ripple effect in her life and those around her.

Watch Brittney’s Video

Brittney’s Bio

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. As a CERTIFIED FINANCIAL PLANNER professional, Brittney works with busy professionals and creative women and couples who are ready to make their finances work for them and use their money to live the lives of their dreams. Brittney believes in making money management fun and enjoyable, and she’s known for her innovative, non-judgmental, compassionate approach to financial planning.

Born and raised in California, Brittney was instilled with a sense of financial responsibility at a young age, and fondly remembers clipping coupons with her mother on Sunday mornings. Brittney attended the University of California, Santa Barbara, graduating with a bachelor’s degree in business economics and a minor in sports management.

Brittney also serves as the Chase Financial Education Ambassador, a role in which she’ll be traveling the country, giving interviews and speaking at events in an effort to spread financial literacy to more Hispanic women and men.

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