Brittney Castro

Founder and CEO, Financially Wise

Brittney Castro was fresh out of college when she began training as a financial adviser at a broker-dealer to see how she liked it. She quickly discovered it suited her well.

Brittney Castro was fresh out of college when she began training as a financial adviser at a broker-dealer to see how she liked it. She quickly discovered it suited her well.

Sometimes, though, prospective clients balked at her youth.

"I was 22, hustling to get clients, and I looked like a child," she said. "People would say, 'Why should we hire you?' and I'd say, 'I'm going to be around when you retire.'"

The message resonated with clients. Ms. Castro ended up launching her own planning firm at age 28, using social media and virtual meetings to expand her business. Although initially focused on serving women, she recently expanded her firm's reach.

"It's never going to go away that I want to help other women," she said. "But moving forward, I should help both women and men, and help couples come together and collaborate more."

Ms. Castro also seeks to improve consumers' financial literacy through her role as a Chase Slate financial education ambassador, and she is a spokeswoman for the CFP Board Center for Financial Planning's campaign to educate young women and minorities about financial planning careers.

— Sarah O'Brien

2018 Winners
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