About Financially Wise Women

After working four years at Ameriprise Financial, a large financial planning firm, and three years with LPL Financial, an independent broker/dealer, I launched Financially Wise Women as a registered investment adviser, offering advisory services in the state of California. I focus my practice on helping people like me: busy professional and entrepreneurial women who are passionate about life. Financially Wise Women continues to grow and allow me to help even more individuals through my financial planning practice, online money class, YouTube channel videos, public speaking engagements, and live workshops. I have worked with hundreds of people and helped them love their money and take their financial lives to the next level. I look forward to helping you do the same.

Brittney Castro

Why Women?

After graduating from University of California, Santa Barbara, I started my career as a financial adviser with Ameriprise Financial. While there, I learned how to run a financial planning practice, how to excel as a financial planner, and that I loved financial planning. However, most importantly, I realized I did not fit into the traditional financial planning mold. Although I was successful, I was unhappy. I tried to fit in with an old-school model of financial planning and was not living an authentic life. I wanted to do things differently, and serve my clients in a way that made sense to me. I needed an environment that would allow my entrepreneurial side to shine and that would give me freedom and flexibility when working with clients.

After observing many other advisors communicate with women clients in counterproductive ways, making them feel more confused, shamed and humiliated, I knew something had to change. Women struggle with different fears and frustrations than men do. Women want clarity around their money and their financial strategies. They want to worry less, have more time to do the things they enjoy most, and they want a financial planner who listens to them and understands their unique goals and concerns.

I know this because this is what I want, too. I’ve been there: worried about money, stressed by the future, feeling misunderstood. It is my goal to change that for the women I work with.

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I can provide clarity about the complex financial world, help you develop a financial plan that you actually care about, create meaningful financial goals, save more, invest more and, most of all, begin to see your money in a whole new light. And I do it all in a non-judgmental, comfortable way that actually makes sense.

Through my private financial planning practice, online money class, weekly YouTube videos and live workshops, you’ll learn the financial planning strategies that will take your financial life, and your life in general, to a whole new level.

The Team at FWW

 

Ann ArceoAnn – Financial Planner

I love being part of the FWW family to help women and couples learn the art of managing their money. It¹s so empowering to help people build up their cash cushion, pay down debt and plan for their future. It¹s exciting to work closely with Brittney to create successful financial plans for our
clients. I look forward to connecting with you one day.

 

JohannaHeadshotJohanna – Operations Manager

 I’m thrilled to be part of the Financially Wise Women community. Being financially literate and confident is incredibly empowering (and intoxicating!). I’m excited to be behind the scenes, bringing my love of organization, systems and planning to the team so that Brittney can inspire more Financially Wise Women. Look forward to connecting!

 

 

Megan – Marketing ManagerMeganHeadshot

I’m so excited to help build the Financially Wise Women brand and spread Brittney’s awesome message of financial empowerment. I love writing, editing and using digital media to engage with our amazing FWW clients, build relationships and share Brittney’s financial planning knowledge, and I’m excited to do even more of that as we work on new initiatives. Be sure to come say hi on Facebook, Twitter, Instagram and Pinterest!

 

 

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