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Financially Wise Women

Financially Wise Women

Financially Wise Women is a boutique, holistic financial planning firm specializing in fee-only, comprehensive financial and investment planning for women and couples. We’re in the business of serving successful and ambitious individuals who are ready to take action and create a financial plan, budget and investment portfolio in order to achieve the life of their dreams. We teach our clients the art of money management--how to earn it, save it, invest it, spend it wisely and enjoy it through every stage of life. We are based in Los Angeles and work with clients in person and virtually around the country.

Skills & Specialties: 

  • Fee-only, comprehensive financial and investment planning for women and couples.
  • Online Money Class
  • Corporate and brand partnerships
  • Webinars, workshops and other speaking services

Clients: Chase, Entrepreneur, CFP Board, NextGen Crowdfunding
Instagram: @brittneycastro
Website: www.financiallywisewomen.com
Homebase City: Los Angeles

 

 

  

Hilary Hartling HQ

Hilary Hartling HQ

Claire Van Holland

Claire Van Holland

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