CFP^® Professional Profile: Brittney Castro

Brittney Castro, CFP^®, never thought she would be a financial planner. She didn’t know the career path existed! Today, though, she uses the knowledge she gained while pursuing CFP^® certification every day. CFP^® certification helps Brittney build relationships, share crucial knowledge and serve clients better – and earning CFP^® certification can make a difference for you, too!

Born and raised in California, Brittney was instilled with a sense of financial responsibility at a young age, and fondly remembers clipping coupons with her mother on Sunday mornings. Now, she is the founder and CEO of Financially Wise Inc., a financial company whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way.

As a CERTIFIED FINANCIAL PLANNER^® professional, Brittney works with individuals and couples who are ready to make their finances work for them and use their money to live the lives of their dreams. Brittney believes in making money management fun and enjoyable, and she’s known for her innovative, non-judgmental and compassionate approach to financial planning.

“The most rewarding part of being a CFP^® pro is being able to help other women learn how to manage their money and use their money to live a life they love,” Brittney says. “I love being able to teach people about personal finance and help them understand how to set up systems and strategies to better maximize their income and assets to reach their goals.”

Learn more about Brittney’s path and how CFP^® certification has made a difference for her:

Want to understand more about how CFP^® certification can boost your career, increase your salary and help you build great client relationships? Hear from other CFP^® professionals or start exploring your path to CFP^® certification today!