Press/Speaker Kit - Financially Wise Women

Speaker Press Kit for
Brittney Castro, CFP®, CRPC®, AAMS® Founder & CEO
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
BRITTNEY CASTRO
CFP®, CRPC®, AAMS® Founder & CEO
Financially Wise Women™
Hi there!
Thank you so much for requesting this Speaker Press Kit.
Brittney Castro believes that becoming financially
educated is an important first step toward achieving
financial success.
Brittney has a passion for educating individuals about
finance and speaking to a variety of groups and
organizations. She's available for TV appearances,
speaking engagements, hosting, radio and telephone
interviews and other media appearances.
In this Speaker Press Kit, you’ll find all the information you
need to book Brittney as a speaker.
To book Brittney for speaking, please email
[email protected]
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
www.facebook.com/financiallywisewomen
www.instagram.com/brittneycastro
www.youtube.com/brittneycastro
www.linkedin.com/brittneycastro
SOCIAL MEDIA
www.twitter.com/brittneycastro
Brittney Castro, CFP®, CRPC®, AAMS®
Founder & CEO
Financially Wise Women
8391 Beverly Blvd. #375
Los Angeles, CA 90048
P: 323.852.3182
CONTACT
INFORMATION
www.financiallywisewomen.com
[email protected]
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
Financially Wise Women™
SHORT BIO
Brittney Castro is the founder and CEO of Financially Wise Women, a Los Angeles-based financial
planning firm whose mission is to teach women and couples in their 30s and 40s the art of
managing their money the fun and simple way.
As a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset
Management Specialist, entrepreneur and speaker, Brittney works with busy professional and
creative women and couples who are ready to make their finances work for them and use their
money to live the lives of their dreams. Brittney believes in making money management fun and
enjoyable, and she’s known for her innovative, non-judgmental, compassionate approach to
financial planning.
Over the course of her career, Brittney has become a well-known financial expert and a go-to
resource for national media outlets. She’s been featured on CNN, CNBC, The Wall Street Journal, The
New York Times, CBS, KTLA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s
World, Financial Planning, Investment News, Registered Rep and many more. She’s also a coveted
speaker and host, and she loves spreading her wisdom about finance, entrepreneurship and smart
investing to the masses.
Additionally, Brittney is the Chase Latina Financial Education Partner, a role in which she’ll be
traveling the country, giving interviews and speaking at events in an effort to spread financial
literacy to more Hispanic women and men.
Away from the office, you can find Brittney working out, drinking coffee or a green smoothie, playing
at the park with her dog Arya and, of course, dancing. For more information, visit
www.financiallywisewomen.com or follow her on social media @BrittneyCastro
Go to www.financiallywisewomen.com to sign up for your
Financially Wise Toolkit, jam-packed with great tools and resources
to help you on your financial journey—and make sure to follow
Brittney on Twitter and Instagram at @brittneycastro.
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
Financially Wise Women™
LONG BIO
Brittney Castro, Certified Financial Planner™, is the founder and CEO of Financially Wise Women, a Los
Angeles-based financial planning firm, and a registered investment adviser offering advisory services in the
State of California. She specializes in working with busy professional and creative women and couples in
their 30s and 40s who are passionate about life and want to use their money to live a life they love.
Brittney works closely with her clients to create actionable, easy-to-follow financial plans that simplify their
lives, allowing them to spend their money in alignment with what they value most.
Born and raised in Cerritos, California, Brittney was instilled with a sense of financial responsibility at a
young age, and fondly remembers clipping coupons with her mother on Sunday mornings. That
#financiallywise mentality continued into high school, when she worked multiple jobs and—upon realizing
that her money should work as hard for her as she was working for it—began investing on her own. Her
passion for finance securely in place, Brittney attended the University of California, Santa Barbara,
graduating with a bachelor’s degree in business economics and a minor in sports management.
She began her career at the renowned Ameriprise Financial, where she excelled as a financial advisor and
was recognized for her ability to quickly master intricate financial planning strategies and analyze and solve
problems for her clients. In 2011, she received the Certified Financial Planner (CFP) designation from the
CFP Board of Standards, and she also maintains her designations as a Chartered Retirement Planning
Counselor and Accredited Asset Management Specialist.
Though she loved being a financial planner and working with clients, Brittney soon realized that the
corporate world wasn’t for her. She dreamed of working at a firm where she could empower her clients via
their money—a firm where she could establish loving, enduring client relationships. In 2013, she realized
that she could make that dream a reality and founded Financially Wise Women.
Over the course of her career, Brittney has become a well-known financial expert and a go-to resource for
national media outlets. She’s been featured on CNN, CNBC, The Wall Street Journal, The New York Times, CBS,
KTLA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Financial Planning
magazine, Investment News, Registered Rep magazine and many more. She’s also a coveted speaker and
host.
Additionally, Brittney is the Chase Latina Financial Education Partner, a role in which she’ll be traveling the
country, giving interviews and speaking at events in an effort to spread financial literacy to more Hispanic
women and men.
Away from the office, you can find Brittney working out, drinking coffee or a green smoothie, playing at the
park with her dog Arya and, of course, dancing. For more information, visit www.financiallywisewomen.com
or follow her on social media @BrittneyCastro
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
Financially Wise Women™
EDUCATION
University of California, Santa Barbara, CA
Bachelor of Arts, Business Economics
Minor in Sport Management, June2006
College for Financial Planning
CFP® Certification Professional Education Program, January 2011
DESIGNATIONS
CERTIFIED FINANCIAL PLANNER™ practitioner
Chartered Retirement Planning Counselor
Accredited Asset Management Specialist
MOST RECENT MEDIA
Glamour.com
“Your End-of-Year Financial Checklist: 5 Money-Saving Tips to Know Right Now”
http://www.glamour.com/story/your-end-of-year-financial-che
“What You Need to Know Before Tax Day (It's the 15th, People!)”
http://www.glamour.com/story/tax-prep-2015
"5 Money Habits That Will Help You Take Your Dream Vacation”
http://www.glamour.com/story/5-money-habits-that-will-help-you-take-your-dreamvacation
USA Network Commercial for Experian
https://www.youtube.com/watch?v=8W_L55usyqU
Buffalo Exchange Commercial
https://vimeo.com/178364034
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
Financially Wise Women™
CNBC TV APPEARANCES
“30 Seconds to Know”
http://www.cnbc.com/id/102067230
“America’s Biggest Financial Concerns”
http://video.cnbc.com/gallery/?video=3000217043
“Love & Money: Should You Merge Your Assets?”
http://www.cnbc.com/id/101416436
“Making Your New Year Financial Resolutions Stick”
http://www.cnbc.com/id/101336326#_gus
KTLA TV APPEARANCES
“MoneySmart: Is Your Cable Bill Eating Up Your Wallet?”
http://ktla.com/2013/11/20/moneysmart-is-your-cable-bill-eating-up-your-wallet/#tIuxTUvarjgzt7lO.03
“Money Smart: Hidden Costs of Using Pre-Paid Debit Cards — Glen Walker Reports”
http://ktla.com/2013/11/05/money-smart-hidden-costs-of-using-pre-paid-debitcards/#fVZ1ISrSkSk44pIM.03
NEXTGEN CROWDFUNDING HOST
http://www.nextgencrowdfunding.com/?cmd=view-startup&id=355
YOUTUBE MOST POPULAR VIDEOS
“Meet Brittney Castro, Founder & CEO Financially Wise Women”
https://www.youtube.com/watch?v=13WpNAzp77s
“How To Budget Your Money Like A Boss”
https://www.youtube.com/watch?v=76IOIfvaWjk
“Are you a gold digger - rap video”
https://www.youtube.com/watch?v=v9GMqAMC3so
“You Want Money? You Gotta Work!”
https://www.youtube.com/watch?v=N0v25eIg-hI
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
Financially Wise Women™
MOST RECENT SPEAKING ENGAGEMENTS
ALA Conference speaker, May 2016
NextGen Crowdfunding SXSW Livestream host, March 2016
Financial Planning Association Conference speaker, September 2015
Love and Splendor Conference speaker, September 2015
FinCon Conference speaker, September 2015
Create + Cultivate Conference speaker, March 2015
“How To Manage Your Money Like A Boss,” Scooter Braun Projects Workshop,
March 2015
“Investing 101,” General Assembly Workshop, February 2015
California Women’s Conference speaker, May 2014
Pacic Life Educational Synopsis Conference speaker, September 2014
Whole Foods Healthy Living Workshop, October 2014
Dress for Success Financial Literacy Program speaker, October 2014
Yoga Business Retreat speaker, October 2014
“Financial Planning 101,” Marlborough High School speaker, November 2014
Pasadena Women’s Conference speaker, November 2014
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
Financially Wise Women™
MOST RECENT MAGAZINE FEATURES
Darling coming Fall 2016!
Business Heroine http://businessheroinemagazine.com/brittneycastro/
Bossladies http://www.bossladies.us/issue-01/
Financial Planning http://www.financial-planning.com/news/cfp-meets-mtv-advisor-produceship-hop-inspired-marketing-video
Entrepreneur https://www.entrepreneur.com/author/brittney-castro
Muses and Visionaries http://mandvmag.com/family/financially-wise-vacation
DailyWorth https://www.dailyworth.com/profile/brittney-castro
MOST RECENT PODCAST INTERVIEWS
So Money with Farnoosh Tarobi - http://podcast.farnoosh.tv/2015/01/brittney-castro/
XYPN - http://xyplanningnetwork.libsyn.com/ep-17-the-career-of-brittney-castro-from-0-250krevenue-in-24-months-with-no-aum
Christine Hassler - http://christinehassler.com/tag/brittney-castro/
MOST RECENT AWARDS
Rising Star Award
http://risingstarsawards.org/wpcontent/uploads/2015/02/BrittneyMediaBio.pdf
Named one of the best financial planners in Los Angeles by CBS
http://losangeles.cbslocal.com/top-lists/best-financial-planners-in-los-angeles/
Named one of Wealth Management magazine’s “Top CFP Holders Under 36”
Named one of Brightscope.com’s “Top 100 Most Social Financial Advisors”
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
Financially Wise Women™
SIGNATURE PRESENTATIONS
*Please note that Brittney is happy to create a custom presentation upon request.
How To Manage Your Money Like a Boss
Who it's for:
Want to learn how to manage your money more efficiently—and use it to create the life of your
dreams? Then this workshop—in which Brittney will teach you basic financial strategies in a
compassionate, non-judgmental environment—is for you.
What you'll learn:
How to easily and effectively budget your money every month.
How to save more of the money you do make—without feeling restricted or deprived.
How to build a cash cushion, pay off your debts and improve your credit score.
The basics of investing and retirement accounts (do’s and don’ts, the magic of compounding
interest, how to build wealth over time and more).
Investing 101
Who it's for:
Are you scared about investing your hard-earned cash into things like stocks, bonds and real
estate? After this class, you won’t be. This workshop will shine a light on basic understanding
of investment strategies and show you how to invest strategically to meet your long-term
financial goals.
What you'll learn:
The magic of compounding interest.
The risks and returns of basic investment options like stocks, bonds and real estate.
Investing do’s and don’ts—and how to stay invested for the long haul.
The No. 1 way to become a successful investor and build wealth over time.
Grow Your Business, Grow Your Net Worth
Who it's for:
This interactive workshop is for you if you’re a small business owner, contractor, artist,
freelancer or self-employed individual who’s finally ready to strengthen your knowledge of
business and personal finance in a fun and simple way. In short: You’re interested in making
more money and keeping it.
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
Financially Wise Women™
What you'll learn:
Strategies to streamline your business and personal finances in a way that makes sense.
The secret to staying empowered to make more money—and keep more of the money you
do make.
How to calculate your annual business revenue goal to make more money.
Easy systems to help you budget easily and effectively every month. Simple strategies on
how to save without feeling restricted or deprived.
The facts about how to pay off your debts and improve your credit score.
Seamless management of your taxes as a self-employed individual.
9 Steps To Becoming a Financially Wise Woman
Who it's for:
Do you want to take control of your money once and for all? Whether you’re just starting out
in your career or close to retiring, this workshop will teach you how to gain clarity and
confidence about your money in a way that actually makes sense for you. Isn’t that
refreshing?
What you'll learn:
How women are creating a new “female economy”—and what this means for your financial
future.
The risks and returns of basic investment options like stocks, bonds and real estate.
Investing do’s and don’ts—and how to stay invested for the long haul.
The No. 1 way to become a successful investor and build wealth over time.
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182
Financially Wise Women™
Brittney Castro, CFP®, CRPC®, AAMS®
Founder & CEO
FinanciallyWiseWomen.com
[email protected]
323.852.3182
Hire Brittney today by emailing [email protected]
Get social with Brittney:
Facebook www.Facebook.com/FinanciallyWiseWomen
Twitter @BrittneyCastro
Instagram @BrittneyCastro
YouTube Youtube.com/BrittneyCastro
LinkedIn www.linkedin.com/in/BrittneyCastro
Financially Wise Women is a registered investment adviser offering advisory services
in the State of California and in other jurisdictions where exempted.
financiallywisewomen.com I 8391 Beverly Blvd. #375 Los Angeles, CA 90048 I P: 323.852.3182