My Approach

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A real-life approach to financial planning

Planning for retirement isn’t what it was 50 years ago. Today we have to think differently. Now, it’s more about finding creative ways to sustain a lifestyle that we want long term because landscapes are changing. As a financial planner, I not only understand these challenges but also the needs and goals of today’s women. And I have built my practice around both.

I believe I’m a new type of financial planner. I specialize in the needs of entrepreneurial women, families and businesses. I’m forward thinking and dedicated to educating my clients. I’m social media savvy. And I care. And those aren’t just words. I invest a lot in my clients’ lives. I get to know them and they get to know me. And I want to be there for women–women like you–who are ready to take charge of their financial futures.

I offer a unique approach that helps create a vision for your entire life. I help create a financial road map for your goals and help educate you on different options, enabling you to make smart decisions. And, I can recommend the product in the market that’s the best fit for you, customizing my service and planning and then helping you implement and achieve that plan. I’ll work with you to help you work towards the life that you want, become financially educated and make sound financial decisions.

It is my goal to educate and empower women to become confident handling their finances and feel more in control of their financial futures. When you work with me you will become confident, experience trust, feel empowered, feel freedom, feel in control; AND feel invested in, by me and my practice. I will always work in your best interest; I will work for and with you, and will conduct all tasks with honesty, integrity and transparency.

To learn more about how I can help you pursue your financial goals, request a Discovery Meeting Consultation

Brittney Castro is a financial planner with, and securities, financial planning and advisory services are offered through, LPL Financial, A Registered Investment Advisor and Member FINRA/SIPC. Series registrations are held with LPL Financial.