Brittney Castro

Brittney is a Certified Financial Planner, leading speaker, insurance broker and brand ambassador and has worked alongside top brands like Chase, Mint, ETrade, CNBC, Gemini, AirBnB, Zoom, Altruist, Refinery29, and more to promote financial literacy via media interviews, video content, celebrity, and expert interviews, TV appearances and more.

 

At the age of 22, Brittney began her career as a financial advisor and at 28 launched her own Registered Investment Advisory, Financially Wise Inc. She has worked with thousands of clients on their financial journeys. In 2020, she sold her private practice and now focuses on her insurance agency, speaking, and brand partnerships.

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Brittney is the go-to resource for national media outlets like 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, Create + Cultivate, Financial Planning, Investment News, Registered Rep magazine, and many more.

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Brittney 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 on INVESTOPEDIA’s Top Influential Financial Advisors list from
2017-2022.

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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.

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In 2021, Brittney co-hosted and produced “Chantel’s Money Moves” a show backed by Facebook to teach Gen Z’s personal finance and investing.

 

Away from the office, you can find Brittney meditating, cooking, and of course, dancing!