CFP®, AAMS®, CRPC®

 

FOUNDER & CEO  

 

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. For 15 years, she worked with thousands of clients on their financial journeys. In 2020, she sold her private practice to focus all her time on speaking, content creation, and brand partnerships.

LET'S GET SOCIAL

  • Instagram
  • TikTok
  • YouTube
  • Twitter
  • Facebook
  • LinkedIn
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FINANCIAL
PLANNING

Get a solid, actionable financial and investment plan in place to make your life easier and help you reach your goals in life FASTER.

SPEAKING

An enthusiastic, sought-after speaker and host, Brittney has produced a number of speaking programs for a wide variety of companies and organizations.

PRODUCTS

Give the gift of financial wisdom to yourself in the comfort of your home and learn at your own pace. See the positive long term effects of our products on your overall financial wellness. 

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How To Invest In Crypto
Video Series

and get the 30-day Money Detox Challenge as a bonus!

Freebie

Client Portfolio


CNBC, ChaseInk, Gemini, AirBnB, ETrade, Zoom, Soho House, USC, Refinery29, YouTube, FacebookWatch, BratTV, Scooter Braun Productions, DBA (Digital Brand Architects), Nutanix, NVE Agency, Academy of Motion Picture and Arts, FabFitFun, Entrepreneur, WeAllGrow, SUMA Wealth, Acorns, Altruist, ONE Finance, Skadden, Skim Money, GEICO, NAHREP, First Entertainment CU,  Create + Cultivate, Investopedia, Investment News, Mattel, Marmol Radziner, USA Network, Snappy Kraken, Gradifi, Gemini, YCharts, Blueprint, LA Attorney Association, AICPA Women’s Global Summit, TruTV, FPA, CFP Board, Cheddar, Keeping Up With The Kardashians and more.
 

AS SEEN IN...

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Marie Claire

Marie Claire

Marie Claire Article

Marie Claire Article

Top CFP Holders Under 36

Top CFP Holders Under 36

Glamour

Glamour

Entrepreneur September 2015

Entrepreneur September 2015

Entrepreneur September 2015

Entrepreneur September 2015

Top 100 Social Financial Advisors

Top 100 Social Financial Advisors

Redbook Article

Redbook Article

LA Parent

LA Parent

LA Parent Article

LA Parent Article

Entrepreneur September 2016

Entrepreneur September 2016

Entrepreneur September 2016

Entrepreneur September 2016

Darling

Darling

Darling Article

Darling Article

boss ladies

boss ladies

Boss Ladies Article

Boss Ladies Article