After getting tired of working in the male-dominated world of financial planning, Brittney realised she wanted to work with clients in a smart, personal way that’s compassionate and nonjudgmental. This lead her to become the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm that draws on her experience as a Chartered Retirement Planning Counsellor and Accredited Asset Management Specialist to work with professional women and couples to help them live with more financially stability. Being featured on the CNN, CNBC, The Wall Street Journal, The New York Times, Glamour, Elle, Entrepreneur and Woman’s World she is a go-to resource for national media and revered in her industry. We reached out to get some tips on following your business Bucket List and to look at her journey along with what made her who she is today:


  1. Before you got into business and being an entrepreneur who was Brittney Castro?


Before I started my own company almost 5 years ago, I was very similar to how I am now.  I was an ambitious woman with a vision for success and happiness, a love for dance, meeting new people and trying new things, very adventurous and loving with a focus to live a full life of passion and always eager to grow and learn to become the best version of myself.  That Brittney has evolved and changed over the years but the core of who I am is still the same.


  1. Where did your love of entrepreneurship come from?


It is something in me.  I think we all have our own unique paths in life and this is the path I am meant to walk.  Being an entrepreneur is exciting and challenging and fulfills my work goals as I am constantly growing and learning and I never get bored.  I did not come from an entrepreneur family so in the beginning of my entrepreneur journey it took a lot of courage and bravery to pursue this life and the goals I had to create my own business.  However even though I didn’t come from a family of entrepreneurs, my family and friends have been there since day one to love and support me and my dreams and still do to this day.  I wouldn’t be here now without them.


  1. Did you ever think being an entrepreneur wasn’t the right path for you and if so what convinced you otherwise?


Yes all the time in the beginning!  It is very hard to launch a company and create something that hasn’t been created before.  I had doubts, fears and concerns just like everyone else but I also always told myself I am not a quitter and I don’t give up and that focus and determination and heart is what got me through and still gets me through the more challenging times.  Now I have come to accept this as my path and the right path for me as otherwise, I would have thrown in the towel long ago.  When you have a burning passion inside you to create and build a company, you have to honour it as not everyone has that in them and no matter how hard it gets I always knew deep down there was no other career path for me.


  1. Have you had any mentors on your journey to success?


Yes, many.  I hired coaches and mentors in the beginning and took lots of classes and workshops to become the person I needed to become in order to create success for myself.  A lot of my mentors have also been virtual, as I read a lot and consider authors of books mentors as you can learn a lot by reading about other’s journeys.


  1. When did you start to make a success of your career and what did that change look like?


Honestly, I was successful from the beginning as a financial advisor in terms of being considered a “top advisor” and those sorts of things.  However, it wasn’t until I launched my own company and built a business that was authentic to me and the life I wanted to live that I really felt successful with my career choices.  To me success means living a healthy, happy, balanced life and isn’t all about “career” success.  I knew a long time ago, I could have all the work success and money in the world but if I didn’t have anyone to share that with or I wasn’t truly happy from the inside out it wouldn’t matter for me.  So I have been very intentional and conscious about the way I started this business and continue to grow it to allow for that definition of success to continue to manifest for myself.


  1. What has been the hardest part of your journey so far, why and how did you come through?


The hardest part of the journey was figuring out how to manage business cash flow.  In the beginning, I went through very difficult cash flow challenges with the business and while it was not fun or easy, it taught me a lot about how to diversify my revenue streams and be lean with the business finances.  


  1. What’s been your most rewarding experience and why?


One of the most rewarding experiences has been partnering with the CFP Board as a spokeswoman for their recent CFP® Pro marketing campaign to help inspire more women and minorities to become certified financial planners.  I feel honoured to be recognized in the industry by my peers for my work with Financially Wise Women and it feels good to know what I’ve created and built thus far really is helping make a positive change not only in the clients lives we work with but for the financial planning profession as a whole.


  1. What’s been your biggest learning from your journey, what have you learnt from the other side?


To always ask for help as often and as much as you need.  No one does it alone and it is a lot more enjoyable when you can bring in as many people into your journey as possible. This life is all about connection and to me I am always the most fulfilled not by “what” I am doing in life but rather with the people I connect with and grow with along the way.


Finally, what’s next on your Bucket List?


To get married and start a family and become an amazing wife and mother.


We wanted to hear from you guys about your biggest lessons about financial management and any tricks you use to make money easier, drop us a comment below and let us know!


And that’s that, we wanted to take this final opportunity to say thank you to her for taking her time out to speak to us. If you’d like to check out her work then head over to for all your entrepreneurial needs.


Happy reading




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