Brittney Castro, CFP®
Head of Education, Los Angeles, California
Professional Overview
Brittney Castro is a seasoned financial planning and education expert with a proven track record of driving strategic initiatives and empowering individuals to achieve their financial goals. As the Head of Education at Signal Advisors, she is responsible for developing and delivering comprehensive financial literacy programs, workshops, and resources to help clients navigate complex financial landscapes. With a strong background in personal finance, investment management, and CERTIFIED FINANCIAL PLANNER™ (CFP®) expertise, Brittney is a respected voice in the industry, serving as a CFP® Pro spokeswoman for the CFP Board.
Experience Summary
Current Role
As the Head of Education at Signal Advisors, Brittney oversees the development and implementation of innovative financial education programs, collaborating with a team of subject matter experts to create tailored solutions for a diverse client base. She is also the Founder and CEO of Brittney Castro, Inc., where she provides personalized financial planning and coaching services to individuals and families. Additionally, Brittney's role as a CFP® Pro spokeswoman for the CFP Board allows her to share her expertise and insights with a wider audience, contributing to the advancement of the financial planning profession.
Career Progression
Brittney's professional journey spans various roles within the financial services industry, including positions as a Brand Ambassador at Intuit and Chase, a Financial Advisor at Ameriprise Financial, and a CERTIFIED FINANCIAL PLANNER™ at Perennial Financial Services. Her diverse experience, coupled with her deep understanding of personal finance and investment management, has positioned her as a trusted advisor and respected thought leader in the field.
Academic Background
Brittney holds a Bachelor's degree in Business Administration, with a focus on Finance, from the University of California, Santa Barbara. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation that demonstrates her commitment to providing comprehensive financial planning services and upholding the highest ethical standards.
Areas of Expertise
- Financial planning and investment management
- Retirement planning and wealth preservation
- Personal finance education and coaching
- Regulatory compliance and industry best practices
- Strategic program development and implementation
- Effective communication and client engagement
Professional Impact
Brittney's expertise and leadership have been recognized through her involvement as a Brand Ambassador for industry-leading companies like Intuit and Chase, where she leveraged her financial planning knowledge to empower clients and drive positive financial outcomes. As the Investopedia Financial Planning Expert, she contributed her insights and guidance to the platform's vast audience, further expanding her reach and impact.
Conclusion
With a steadfast commitment to financial education and a passion for empowering individuals, Brittney Castro is poised to continue making a meaningful impact in the financial services industry. Her multifaceted experience, coupled with her dedication to professional development and industry advocacy, position her as a valuable asset to both her clients and the broader financial planning community.
