Brittney A. Castro,  CFP<sup>&reg;</sup> - Financial Advisor

Brittney A. Castro, CFP®

CRPC®, AAMS®

Certified Financial Planner

Financially Wise Women

8391 Beverly Blvd, #375
Los Angeles, CA 90048
FINANCIAL ADVISOR'S WEBSITE
(323) 852-3182

General

Brittney Castro is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financially Wise Women in Los Angeles, CA and the surrounding communities.

Financial Advisor Overview

Brittney Castro is a Los Angeles CERTIFIED FINANCIAL PLANNER™ practitioner and founder of FinanciallyWiseWomen.com. Brittney Castro, CFP® specializes in working with busy professional and entrepreneurial women who are passionate about life and want to gain clarity around their money. She partners with her clients to create a solid actionable financial plan that simplifies their financial lives allowing them more time to do what they love most. Brittney’s mission is to help women plan and create the life of their dreams, free from anxiety about money. Follow her on Twitter @brittneycastro. www.financiallywisewomen.com

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Financial Advisor Experience

Born and raised in Cerritos, California, Brittney was instilled with a strong sense of giving back to the community by observing her father, a Los Angeles Police officer, and her stay at home mother, a philanthropist volunteering at various organizations. Brittney’s financial training began in high school while working multiple jobs.  She quickly learned that her money should work as hard for her as she was working for it and she started to invest on her own. Continuing her fascination with finance, 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. It was there she worked with a senior partner and excelled as a financial advisor, developing a keen ability to analyze and solve problems for clients and mastering intricate financial planning strategies.  In 2010 she took the next step in her career by joining Perennial Financial Services and LPL Financial, where she continues to provide her clients with unbiased, independent financial advice and has access to a broad array of financial products and services.

In 2011, Brittney received the Certified Financial Planner (CFP®) designation from the CFP Board of Standards. The CFP® designation is a mark of distinction for the individuals who have met the education, examination, experience and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board). Additionally, Brittney holds series 7 and 66 registrations, is an Investment Advisor Representative with LPL Financial, and has a California Insurance license. She also maintains her designations as a Chartered Retirement Planning Counselor and Accredited Asset Management Specialist.

Brittney is extremely involved in her community and is an active member of the National Association of Women Business Owners, Step Up Women’s Network, the Financial Planning Association and she serves as a Board Member for The Mulligan Project, a nonprofit organization serving disabled children in Vietnam.  She has a passion for educating individuals on financial topics and is a sought after speaker for various groups and organizations.  Brittney currently resides in the Los Angeles area and enjoys dancing, traveling, and leading a healthy, active lifestyle.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, AAMS

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Insurance, Retirement, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources