About

by Brittney Castro, CFP®, CRPC®, AAMS® on in .

I have dedicated my practice to enabling women to be financially wise. Through my work, I help my clients plan for their future and provide a financial legacy for their families. I understand the unique challenges that women face and what it takes to manage the household expenses, juggle the kids, and care for aging parents all while maintaining a successful career.  I work one-on-one to determine short and long term goals in the areas of retirement, investment, tax management, and estate planning strategies. As a financial planner, I empower clients with a solid and actionable financial plan with the goal of ensuring they are confident making informed financial decisions.

Born and raised in Cerritos, California, I was instilled with a strong sense of giving back to the community by observing my father, a Los Angeles Police officer, and my stay-at-home mother who was an active philanthropist volunteering at various community organizations. I am a graduate from University of California, Santa Barbara with a Bachelors Degree in Business Economics and a minor in Sports Management.  I received the Certified Financial Planner (CFP®) designation from the CFP Board of Standards in 2011.  An individual who has earned the CFP® mark of distinction has met the education, examination, experience and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board).  I hold my series 7 and 66 registrations, I am an Investment Advisor Representative with LPL Financial, and I have a California Insurance license. I also hold my designation as a Chartered Retirement Planning Counselor and Accredited Asset Management Specialist.

I am extremely devoted to serving my community and am an active member of the Step Up Women’s Network, National Association of Women Business Owners and the Financial Planning Association.  I currently reside in the Los Angeles area with my dog Arya and enjoy dancing, traveling, yoga and leading a healthy, active lifestyle.

Brittney is a financial planner with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states:

CA, FL

California Insurance license #0F33895.

 

Request your FREE Discovery Meeting Consultation

Interested in Vision Based Financial Planning and how I can help you with your financial goals? To help you reach you goals, I believe adopting a comprehensive planning approach that focuses on your life vision, goals and aspirations may improve the chances of achieving the future you envision. I offer a complimentary Discovery Meeting to discuss your financial goals, concerns and life aspirations in further detail and share with you how I work to determine how we can work together in a financial planning relationship. Please fill out this form to request your complimentary initial financial planning consultation today!