Season 5 Episode 46 - Finding Media Opportunities as a Financial Professional ft. Brittney Castro, CFP®, CRPC®, AAMS®
About our guest…
Brittney Castro is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial education and media company whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. She is also a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and consultant.
The key to Financially Wise Inc.’s success can be attributed to your simple yet highly effective method of approaching finance –in a fun, personalized, compassionate, relatable, and non-judgmental way. Since 2013, Financially Wise, Inc. has offered services ranging from fee-only financial and investment planning, online money courses, and financial wellness workshops to speaking engagements and brand partnerships.
Brittney is a noted financial expert and a go-to resource for national media outlets and platforms including 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, Refinery29, Create + Cultivate, Financial Planning, Investment News, Registered Rep magazine, and many more.
Brittney has been elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017, 2018, 2019 and 2020.
Additionally, she serves as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns. You are a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning’s campaign to educate minorities about financial planning careers.
Away from the office, she can be found meditating, traveling, exploring, and of course, dancing!
What we talked about…
🎙️ How it began
🎙️ The Checklist for Finding Opportunities
🎙️ Trends for Next-Gen financial professionals
🎙️ Creating media opportunities
Resources from this podcast…
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