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Britney Castro

Britney Castro

CFP, CRPC, AAMS

Brittney Castro is a certified financial planner (CFP) and financial expert specializing in financial literacy and empowerment. Based in Los Angeles, she has extensive experience as an entrepreneur, speaker, and media personality, with a focus on helping women and millennials understand and manage their finances.

Career highlights

  • Financially Wise Inc.: Castro founded this Los Angeles-based financial planning firm with the mission of teaching individuals and couples how to manage their money in a fun and simple way. She has since sold the practice to focus on other ventures.
  • Media expert: She is a go-to financial expert for numerous media outlets, including CNN, CNBC, The Wall Street Journal, and The New York Times. She has also served as the in-house CFP for Mint and as a Chase Financial Education Ambassador.
  • Speaking and partnerships: As a leading speaker, host, and brand ambassador, Castro has worked with major companies like CNBC, E*Trade, and Airbnb to promote financial literacy.
  • Author and content creator: She is a contributor to publications like Entrepreneur and creates financial education content for her website and social media channels.
  • Awards and recognition: Her work has been recognized by InvestmentNews, which named her one of "40 Under 40" in 2020 and one of 22 "Women to Watch" in 2018. She was also ranked on Investopedia's Top Influential Financial Advisors list.

Qualifications and background

  • Certifications: Castro holds multiple financial certifications, including Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Accredited Asset Management Specialist (AAMS®).
  • Education: She graduated from the University of California, Santa Barbara, with a degree in Business Economics.
  • Advocacy: She is a CFP® Pro spokeswoman, working with the CFP Board to educate women and minorities about careers in financial planning.