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Meet Brittney Castro of Financially Wise in West Hollywood

Today we’d like to introduce you to Brittney Castro.

Brittney, please share your story with us. How did you get to where you are today?
I was the weird kid growing up who loved to play with my fake cash register and pretend checkbook. Something about organizing my money and being methodical with those toys just came naturally to me. I grew up in a middle-class family where my dad was a police officer, and my mom managed the home and day-to-day finances. By watching my parents manage their money, I learned the power of living within your means, budgeting, and having good credit — my parents taught by example. I, like most, did not have any formal financial education growing up, but I learned early on that if you love your money, it will love you back.

When I decided to become a financial planner and attained my CFP credentials, I was ready to take on the world. I started in the grueling corporate life that was predominately male. I worked REALLY, REALLY hard, but something always felt slightly off to me. I was trained to talk AT people rather than WITH them. There was a blanketed “old-school” mentality in the whole industry. While I was seeing really cool things happen on the internet and people connecting in a whole new way, my whole being was saying “YOU CAN DO IT DIFFERENTLY!!”

Fast forward, I left corporate, threw out the business suits, embraced my girly side and started Financially Wise Women. I wanted to be a pioneer in the financial planning industry and breaking as many norms as possible. I used social media and the internet as major channels to get my message out there. I started Financially Wise Women to give women a voice, eliminate that fear of not knowing what to do, and to provide a safe, friendly space to talk about money like sitting down with a friend for a cup of coffee.

In the last year, we transitioned to Financially Wise, Inc. as we saw the rising importance of reaching both men and women as we are all in this together. I have a thriving YouTube, Instagram, Twitter, and Facebook following. I have online money courses, financial wellness workshops, speaking engagements, and brand partnerships.

I have become a well-known financial expert and a go-to resource for national media outlets. I’ve been featured on 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, Financial Planning, Investment News, Registered Rep magazine and many more.

I was ranked as the 6th INVESTOPEDIA Top Influential Financial Advisors in 2017 and was elected as one of the 22 “Women To Watch” by InvestmentNews in 2018. I also serve as the Chase Financial Education Ambassador, where I spread financial literacy to the masses through media interviews, events and social media campaigns. I am also a CFP® Pro spokeswoman in the CFP Board Center for Financial Planning campaign to educate more minorities about the career of financial planning.

Needless to say, it’s been a wild, successful ride. I have hustled to make this dream business a reality. Many mistakes, late nights, failed launches and also SO MANY SUCCESSES, I pinch myself sometimes. Gratefully, I have an amazing team that supports me to no end! I am resting and delegating more these days, and that feels really good.

Great, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
It’s no secret that entrepreneurship is a bumpy road. I think some of the challenges I have faced were really overcoming my own ideas of what was possible. I hit those walls where I questioned everything. Then, I dust myself off and get right back to it. I’ve invested money in launches that didn’t yield results. I’ve hired people that didn’t end up being a good fit and had to go through letting people go.

I’ve been hit with tax bills that were daunting. I teach money, so I am constantly refining my own money mastery… it takes tenacity! Even though those were struggles. I have 100% grown from each and every experience and have so much gratitude because every hurdle gets a little easier to jump.

Please tell us about Financially Wise.
Financially Wise, Inc. is a boutique, holistic financial planning firm specializing in fee-only, comprehensive financial and investment planning for individuals, couples, and businesses. We’re in the business of serving successful and ambitious individuals who are ready to take action and create a financial plan, budget, and investment portfolio in order to achieve the life of their dreams.

We teach our clients the art of money management–how to earn it, save it, invest it, spend it wisely and enjoy it through every stage of life. We don’t sell you any products or manage your accounts for a fee. We simply partner with you to make the best money decisions possible and use your money to live your ideal life.

We are based in Los Angeles and work with clients in person and virtually around the country.

Do you look back particularly fondly on any memories from childhood?
My favorite childhood memory is following my big brother around. He would always be coming up with some new hack or business idea, and I would be his trusty assistant. We’d create make-believe companies and try and convince the family to buy in. Also, we would play outside all the time as kids. I was usually the only girl and would giggle and giggle while the boys did silly things.


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Image Credit:
Caitlin Taylor, Kate Haus

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