You're Smart. Resourceful. Ready to level up.
You deserve to work with finance professionals who not only address your specific money needs but ALSO empower, educate, and inspire you to become financially aware and independent. So you’ve felt self-critical for the financial decisions you’ve made (or not made) in the past? No more. You’re open, willing, and ready to invest your time, money, and energy into this financial planning relationship. Together, we’ll make your life vision a reality.
That feeling you have? It’s called relief. We can’t wait to help you feel peace of mind in your financial life!
Financially Wise, Inc. is a financial company offering fee-only, comprehensive financial and investment planning services, online courses, speaking services, and brand partnerships.
We’re in the business of serving those who are ready to take financial action and invest in themselves.
We teach our clients and students the art of money management – how to earn it, save it, invest it, spend it wisely, and enjoy it through every stage of life.
MESSAGE FROM OUR CEO & FOUNDER
Hi, I’m Brittney Castro. The fact that you’ve landed on our website tells me you’ve been searching for answers, guidance, and help in regards to your personal and/or business finances. I’m so glad you found Financially Wise, Inc., a place you can call your own and a team that understands the emotional, spiritual, and realistic journey of finance.
I know this because I’ve been there too. That’s why I created this company. I invite you to become financially empowered by a holistic approach, and I look forward to sharing our best strategies and solutions to your money questions and concerns.
No matter what stage of life you find yourself in - buying a home, furthering your education, starting a family, or investing for retirement - we aim to inspire you.
We understand that you’re looking for a team that supports you, will be honest with you, and celebrates your financial victories right alongside you.
We are that team. Join us on the financially wise journey.
BRITTNEY CASTRO | FOUNDER & CEO
Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and host.
The key to Financially Wise Inc.’s success can be attributed to Brittney’s 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 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, Financial Planning, Investment News, Registered Rep magazine, and many more.
Brittney was 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 6th on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017.
Additionally, Brittney serves as the in-house CFP® for Mint and Turbo 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. She is 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, you can find Brittney meditating, traveling, exploring, and of course, dancing!
AMY IRVINE | ROOTED PLANNING GROUP
Amy Irvine, CFP®, EA, MPAS, CCFC, is the Founder and Owner of Rooted Planning Group, a planning group made up of 5 financial planners and 2 part-time staff members. She holds a Master’s Degree in financial planning and is a Certified Financial PlannerTM, Enrolled Agent, Certified College Financial Consultant, and a Financial Wellness Coach with over 26 years of financial planning and industry experience.
She is also the author of "Uncork Your Finances" and podcast host of Wine and Dime, which were both created as a way to blend two of her passions together and take the "scary" out of finance. Amy also co-founded the Southern Tier Women's Financial Conference in 2014, which is an annual event with a day of collaboration, networking, and financial education for women.
Amy serves as a mentor to other women in the profession and sits on the National Board of the National Association of Personal Financial Planners (NAPFA).
Amy believes that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires. Amy is passionate about family, finances, and wine, which comes through in who she is and what she does. She describes herself as a wife, daughter, good friend, who happens to also be a financial planner.
The Rooted Planning Group (RPG) Team works virtually all over the U.S. helping clients nationwide. This team of dedicated financial planners is focused on providing clients with holistic financial advice tailored specifically to the client’s individual goals and life’s dreams. RPG’s mission is to celebrate, strategize, and consult with clients every step of the way on their wealth journey.
ANN ARCEO | FINANCIAL PLANNER
Ann Arceo has been working in the financial planning industry for over 10 years. She began her career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas, which caters to high net worth clientele. She worked with the firm’s president to develop a new method of training to help advisors learn to deliver technical financial plans in an easy, "plain English" format that clients would understand.
She then worked for LPL Financial, an independent broker dealer, where she earned her Series 7 & 66 securities licenses. She worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high net worth clients.
Ann also has a passion for writing, and her financial articles have been featured on Investopedia.com, a website which has 20 million unique visitors per month. She has also written for ReadyForZero.com, BudgetTracker.com, and has been quoted in articles for Forbes and U.S. News & World Report.
Ann holds a bachelor’s degree in Business Management from the University of Houston, Victoria. She lives with her husband and two children in Fort Collins, CO. They enjoy spending time with friends, hiking, and of course planning their financial future together!
ANNETTE VARTANIAN | CONTENT CURATOR
Annette curates and manages our content so that we can effectively speak to our clients and thousands of people from all over the world in a single caption.
She has been developing her expertise for digital marketing and creative directing into a lifelong career and is the Founder of her digital marketing agency, Splendor Digital, and Creative Director of her blog, A Vintage Splendor.
With over 8+ years of public relations and digital marketing experience, she is able to tell our brand’s story through innovative strategies, storytelling, high quality imagery and detailed analytics, all with the Financially Wise Inc. vision in mind.
When she steps away from the world of social media, Annette spends her time with her husband, daughter and friends, scouring flea markets, relaxing at the beach and developing her love of interior design.