Contact

Financially Wise, Inc. 

8391 Beverly Blvd. #375

Los Angeles, CA 90048

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323.852.3182 Phone

323.852.3183 Fax

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© 2019 Financially Wise, Inc. All Rights Reserved.

Site designed by jessicakrewson.com​

YOU.

You're Smart.

You make a good living. You have amazing relationships. And now you’re ready to take your financial life to the next level. You’re sick and tired of financial professionals talking in circles without your specific needs in mind.

You likely have felt self-critical for the financial decisions you’ve made (or not made) in the past. You want someone to explain the financial world to you in a way that’s simple and relatable, as if you were talking to a friend over lunch.  You’re open, willing, and ready to invest the time, money, and energy into a financial planning relationship that will make your life vision a reality.

 

We’re so glad you found us... the financial planning firm you knew had to exist. That feeling you have? It’s relief. We can’t wait to help you feel peace of mind with your financial decisions.

US.

More than a Financial Planning firm.

Financially Wise, Inc. is a boutique, holistic financial planning firm specializing in fee-only, comprehensive financial and investment planning for individuals, couples, and businesses. We’re in the business of serving successful and ambitious individuals who are ready to take action and create a financial plan, budget, and investment portfolio in order to achieve the life of their dreams.

 

We teach our clients the art of money management–how to earn it, save it, invest it, spend it wisely and enjoy it through every stage of life. We don’t sell you any products or manage your accounts for a fee. We simply partner with you to make the best money decisions possible and use your money to live your ideal life.

We are based in Los Angeles and work with clients in person and virtually around the country.

 

Message from ceo & founder, brittney castro

We’re so happy you found us. The fact that you’ve landed on our website tells me you have been searching for some answers, guidance and help in regards to your personal finance. For a place you can call your own. For a team who understands the journey you’ve been on in your financial life.

 

I know this because I’ve been there, too. I’ve been where you are now, and I’ve made it to the other side--and created a financial firm to help more individuals like you do the same.  This is a place that empowers you about your money and talks to you in a way that makes sense, and doesn’t diminish you or your power. We are a team of financial planners you can actually trust to guide you on your path, and share the best strategies and solutions to your money questions and concerns--not just sell you products.

 

We want to to inspire you to use your money to live your dream life.  To teach you money principles that will change your financial life for the better, forever.  We want to be a partner for you as you navigate the different stages in your life--getting married, starting a family, buying a home, investing for retirement. We won’t talk down to you or make you feel stupid, afraid or ashamed of your money past--instead, we’ll listen.  We understand that you’re looking for a team who supports you, cheers you on and celebrates your financial victories right alongside you.

 

We are that team. That safe haven. The place you knew in your heart existed and have finally found. So, welcome. Come join us and the other individuals just like you who have taken the leap and joined us on the financially wise journey.

TEAM.

Look, let’s be real, it takes a village.  We are the dream team to serve you on your financial journey.  We are here to help you in every way we can.

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Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm whose mission is to teach individuals and couples the art of managing their money the fun and simple way.  Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, and speaker.


After years of working in the corporate world of financial planning, Brittney realized she wanted to work with clients the same way she talks about money with her friends–in a fun, personal, compassionate, relatable and nonjudgmental way.  That is why she created Financially Wise, Inc. in 2013 as a financial planning firm with services ranging from fee-only financial planning, online money courses, financial wellness workshops, speaking engagements and brand partnerships.

Brittney has become a well-known financial expert and a go-to resource for national media outlets. She’s been featured on CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Financial Planning, Investment News, Registered Rep magazine and many more. She’s also a coveted speaker and host, and she loves spreading her wisdom about finance, entrepreneurship and smart investing to more individuals.

Brittney was ranked as the 6th INVESTOPEDIA Top Influential Financial Advisors in 2017 and was elected as one of the 22 "Women To Watch" by InvestmentNews in 2018.

Additionally, Brittney serves as the Investopedia Financial Planning Expert, a role in which she continues her efforts of spreading financial literacy to the masses through finance columns, media interviews, and events. She is also a CFP® Pro spokeswoman in the CFP Board Center for Financial Planning campaign to educate more minorities about the career of financial planning.

Founder & CEO 

BRITTNEY CASTRO

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Ann Arceo has been working in the financial planning industry for over 10 years. She began her career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas, which caters to high net worth clientele. She worked with the firm’s president to develop a new method of training to help advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand.

She then worked for LPL Financial, an independent broker dealer, where she earned her Series 7 & 66 securities licenses. She worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high net worth clients.

Ann also has a passion for writing, and her financial articles have been featured on Investopedia.com, a website which has 20 million unique visitors per month. She has also written for ReadyForZero.com, BudgetTracker.com, and has been quoted in articles for Forbes and U.S. News & World Report.
 
Ann holds a bachelor’s degree in Business Management from the University of Houston, Victoria. She lives with her husband and two children in Fort Collins, CO. They enjoy spending time with friends, hiking, and of course planning their financial future together!

 

Financial Planner

ANN ARCEO

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Marketing is boring. Having real conversations with real people looking to grow their financial acumen is the type of "marketing" Jessica facilitates for Financially Wise, Inc.

 

Jessica Krewson graduated with a Bachelor's in Business Marketing from California State University, Northridge and has a professional designation in graphic design from FIDM. Jessica is the Founder and Creative Director of her digital marketing and creative agency.

 

It brings Jessica great joy to help implement strategies to expand the FWI brand, message, content, product development, and launches. 

 

As a Creative Director, Brand Specialist, Marketing Strategist, and Entrepreneur for over 10 years, Jessica assists Financially Wise, Inc. to achieve their vision by clearly communicating their voice, values, mission, and principles through beautiful, effective graphics and marketing objectives. 

In her own financial journey, Jessica has made leaps and bounds with the wisdom of FWI. With the knowledge she had gained, she feels clear and in control of her money, manages a budget, invests, and is saving to buy a home, all while enjoying the pleasures of fine dining, shopping, and drinking that fine L.A. coffee. 

 

In her free time she spends time with her boyfriend and friends, meditates, does yoga, dances, paints, and cooks!

Creative Director 

JESSICA KREWSON

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Song Seto has extensive international experience in technology and finance. Trained as a strategist, she jumped hoops at Columbia Business School, London Business School, and Hong Kong University, she did her master's thesis in Cape Town, South Africa to provide insights to an NGO on a change management problem. Currently, she is in finance and her research interests lie at the intersection of international economics, fintech, blockchain resulting in her consulting and advisory work – on a variety of practical applications both in the US and worldwide. 

Financial planning (FP) to Song has been an ongoing reiteration that has inevitably reduced her stress about money. FP has supported Song and her family’s current and future needs. Insofar, she has built a nest egg for her retirement dreams.  Song reads one book per week and is learning everyday about her retirement investment strategy.

 

Money to her equals choices. She has spent her money wisely and saved as often as possible. Song has completed Brittney’s six-week Money Class and learned how to structure her finances for those pesky random emergencies when life calls. The Money Class has been beyond worth it.

Aside from her work - in her spare time, you can find Song on an airplane - she has traveled to 18 countries in 14 months or summit-ing Mt. Whitney and/or the Three Peaks Challenge - she has climbed the highest mountains of England, Scotland, and Wales within 24hours. 

Executive Assistant

SONG SETO