Brittney Castro

Certified Financial Planner
Insurance Broker
Speaker + Host + Brand Ambassador

Brittney is a leading speaker, host, and brand ambassador and has worked alongside top brands like Chase, Mint, ETrade, Gemini, CNBC, AirBnB, Zoom, Altruist, Refinery29, and more to promote financial literacy via media interviews, video content, celebrity, and expert interviews, TV appearances and more.
At the age of 22, Brittney began her career as a financial advisor and at 28 launched her own Registered Investment Advisory, Financially Wise Inc. In 2020, she sold her financial planning practice to focus on her insurance agency, speaking, and brand partnerships. She's worked with thousands of clients on their financial journeys.

CFP® Pro spokeswoman in the CFP Board Center for Financial Planning campaign to educate more women and minorities about the career of financial planning.

Brittney serves as the Intuit brand ambassador, a role in which she continues her efforts of spreading financial literacy to the masses through media interviews, events and social media campaigns.

Brittney serves as the Mint + Intuit Turbo in house CFP, a role in which she continues her efforts of spreading financial literacy to the masses through media interviews, events and social media campaigns.

Brittney is the Head of Education where she will spearhead our upcoming content network and investor learning segment titled Advice by Humans. Advice by Humans is the foundation of our future martech platform to help generate leads for financial advisors and address the most common pain point we hear: getting more clients.

Founded in 2013, Financially Wise, Inc. is a financial planning and education company offering online courses and fee-only financial and investment planning services.

Chase Financial Education Ambassador, a role in which Brittney teaches and speaks at Chase hosted events in an effort to spread financial literacy to more women and men.