Brittney Castro, CFP® helps create a financial road map for a woman’s different goals in life. She also educates clients on different options, enabling them to make smart decisions. The benefits of working with Brittney are that a client becomes confident, enjoys peace of mind, experiences trust, feels empowered, feels freedom, feels in control; AND feels invested in, by Brittney and her practice. Brittney will always work in her clients’ best interest, will work for and with her clients, and will conduct all tasks with honesty, integrity and transparency. Brittney is a new breed of financial planner: forward-thinking, dynamic, social media-savvy, and the go-to consultant for established businesswomen ready to focus on their financial futures.
Brittney has her financial planning practice with Perennial Financial Services, an LPL Financial group. LPL Financial is the largest independent Broker Dealer in the nation.*
*As reported by Financial Planning magazine, June 1996-2010, based on total revenue
The New Type of Financial Planner-Video Transcript
My name is Brittney Castro and I am a Certified Financial Planner specializing in helping women, their families and their businesses.
I consider myself to be the new type of financial planner, forward thinking, and social media savvy and have the flexibility to be the go to consultant for professional women who are ready to take charge of their financial futures.
We have to think differently now, planning for retirement isn’t the same as what it was 50 years ago. Now it’s more about finding creative ways to sustain a lifestyle we want long term.
The landscape is changing. Marketing is now done online. That’s how Women prefer to communicate, they want to read through a blog and feel part of a community.
And just as much as my clients need to evolve with the change, I also need to evolve as a financial planner for them and really be flexible and able to adapt to all the change that is going on.