Brittney Castro, CFP®

Learn about Brittney

Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a financial company whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. The key to Financially Wise Inc.’s success can be attributed to Brittney’s simple yet highly effective method of approaching finance –in a fun, personalized, compassionate, relatable, and non- judgmental way. Since 2013, Financially Wise, Inc.

Brittney is a noted financial expert and a go-to resource for national media outlets and platforms including 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, Financial Planning, Investment News, Registered Rep magazine, and many more.

She 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 6th on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017.

Additionally, Brittney serves as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns. 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.

“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.”