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Brittney Castro

Certified Financial Planner | Brand Partner

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About Me

Brittney Castro is a Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Accredited Asset Management Specialist (AAMS®) 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.

She founded Financially Wise Inc., a 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.

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. As a leading speaker, host, and brand ambassador, Castro has worked with major companies like Chase, Intuit, CNBC, E*Trade, and Airbnb to promote financial literacy.

She was named 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.

She is a CFP® Pro spokeswoman, working with the CFP Board to educate women and minorities about careers in financial planning.

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.

In 2024, Brittney joined Signal Advisors as Head of Education.

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

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Reviews

Highly recommended

Brittney is one of the bright lights of the financial planning industry. Her passion for financial literacy, education, and empowering people to live their best financial lives is an inspiration to her clients, colleagues, and journalists like me who have the great fortune of working with her.

Caleb Silver, Investopedia

Highly recommended

Serving as Mint’s in-house CFP, Brittney Castro has provided Mint users with invaluable financial advice to help them navigate one of the more fraught times in our collective financial history. Brittney’s passion for financial wellness and self care shines through in her advice as she helps Mint users tackle critical money topics, like the impact of the pandemic on our finances, making a dent in your debt, and celebrating progress toward your financial goals. As Mint’s in-house CFP, Brittney’s tips have been shared in major news outlets including Real Simple, CNBC, Cosmopolitan, and CBS News, and she’s a recurring star on Mint’s TikTok, sharing financial tips and motivation with Mint’s thousands

of followers.

Keri Danielski, Mint

Highly recommended

Brittney has been a fantastic collaborator. She has such a wealth of knowledge and goes above and beyond for each presentation. She makes complicated topics easy to understand and gives great examples of actions someone may take to help reach their financial goals. We have loved her as a host for our various webinars.

Katie Kantrowitz, Gradifi by E*TRADE

Highly recommended

Working with Brittney was a breath of fresh air. From our pre-planning and brainstorming sessions to our full-blown webinar, the entire process was easy and productive. We're glad we teamed up with her to deliver great content for our audience. If I said Brittney was exactly as advertised, I'd be wrong. She was a whole lot more!

Angel D. Gonzalez, Snappy Kraken

Highly recommended

It has been an absolute delight to work with Brittney on educational content for our Altruist Learn network. She brings an incredible depth of knowledge to the content she creates and knows how to deliver complex information in a simple and easy-to-understand way. Brittney has been an integral part of building the foundation for our network, and we couldn’t have done it without her. Additionally, she is fun and easy to work with, which makes long days on set enjoyable. We highly recommend Brittney!

Shabana Siyed, Altruist

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