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Brittney Anne Castro

Financial Planning For A Stronger, More Empowered Generation Of Women.

Financially Wise Women

Los Angeles

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Property & Casualty Insurance
    • -Business Insurance
    • -Other Insurance

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Financially Wise Women 4 years, 4 months Jul 2013 - Present
LPL Financial LLC 7 years, 5 months Jun 2010 - Present
Ameriprise Financial Services, Inc. 4 years, 1 month May 2006 - Jun 2010

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Brittney Castro

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 22, 2013
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 2, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Financially Wise Women

Last updated on March 17, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Hourly Charges
  • Fixed Fees