The Financial Planner | An Interview with Brittney Castro, Founder of Financially Wise Women


When I graduated college my parents imparted two gifts upon me. The first was a George Foreman grill, which I’d asked for in order to ease my transition into adult meal prep. The second, was a financially planning course delivered via a massive booklet of CDs. Though I consider the grill transformative to my kitchen skills, it’s the second gift which has made the most profound impact on my life. Providing me with a foundational knowledge of how to manage my money was the greatest thing my parents could have done for me at that stage in my life.

Fast forward a few years, and I have the pleasure of being introduced to Brittney Castro, a financial planner and founder of Financially Wise Women. As a certified financial planner, Brittney totally gets the importance of understanding your money. In fact, she’s made it her mission to help women have a healthy relationship with their money because she believes that is the foundation to building the life of your dreams.

Through her online money class, YouTube channel, one-on-one coaching, and speaking engagements she is helping women educate themselves about their finances in unique and innovative ways. When she’s not working on Financially Wise Women, Brittney is often called up by top media outlets like CBS, CNBC, and Entrepreneur to share her talents and advice.

Brittney and I decided to meet for juice and horchata at downtown LA’s The Springs.  This “urban oasis” serves as the perfect place for anyone who’s looking to post up and stay awhile. The menu is made up of vegan friendly fare and fresh pressed juices. The warehouse space is part restaurant, part wellness center, and part pop-up shop. For those looking for an inspiring environment to work from, this is your spot.

While we sipped down our drinks, Brittney filled me in on the evolution of her business, her advice for other female founders, and how building a business has lead her to the life of her dreams.

More About Brittney

brittney-castroBrittney Castro is the Founder & CEO of Financially Wise Women, a Los Angeles based financial planning firm for women. She attended the University of California, Santa Barbara graduating with a Bachelors’ Degree in Business Economics and a minor in Sports Management.

Brittney began her career at Ameriprise Financial, renowned in the industry for their financial planning training. In 2011, Brittney received the Certified Financial Planner (CFP®) designation from the CFP Board of Standards. She also maintains her designations as a Chartered Retirement Planning Counselor and Accredited Asset Management Specialist. In 2013, Brittney took the next step by starting her own financial firm.

Brittney currently resides in the Los Angeles area and enjoys dancing, traveling, and leading a healthy, active lifestyle. Brittney is extremely involved in her community and is an active member of Step Up Women’s Network and the Financial Planning Association. She has a passion for educating individuals on financial topics and is a sought after speaker for various groups and organizations. (Source: Financially Wise Women)

What is Financially Wise Women?

Financially Wise Women is a Los Angeles based financial planning firm for women. Brittney specializes in working with busy, established professional and entrepreneurial women who are passionate about life and want to gain clarity around their money. Her mission is to help women plan and create the life of their dreams, free from anxiety about money. Financially Wise Women is a multi-platform business which includes Brittney’s financial planning practice, online money class, YouTube channel videos, public speaking engagements, and live workshops. (Source: Financially Wise Women)

Check out Financially Wise Women at:

Web: www.financiallywisewomen.com

YouTube: Brittney Castro

Facebook: facebook.com/FinanciallyWiseWomen

A Toast to you and Brittney too,

Jen

Your biggest fan, brunch buddy, and online BFF. Consider me your wing woman for brand success.

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